+988.7%
MSA vs VOO
+817.1%
+171.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.0% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | -1.9% | +0.1% | -1.9% | -2.0% |
| 3M | +17.2% | +2.0% | +15.1% | +14.3% |
| 6M | -1.5% | +13.0% | -14.5% | -14.4% |
| YTD | +18.8% | +13.6% | +5.3% | +2.6% |
| 1Y | +10.8% | +20.1% | -9.3% | -10.3% |
| 3Y | +5.7% | +77.6% | -71.9% | -46.4% |
| 5Y | +23.8% | +82.4% | -58.7% | -40.5% |
| 10Y | +273.1% | +316.8% | -43.8% | -44.8% |
| All | +988.7% | +817.1% | +171.6% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling