-98.8%
MSAI vs VOO
+73.5%
-172.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.5% |
| 7D | -2.7% | -2.0% | -0.7% | -1.4% |
| 30D | -12.9% | -1.7% | -11.2% | -12.0% |
| 3M | -12.9% | +4.7% | -17.6% | -14.9% |
| 6M | -61.7% | +12.6% | -74.2% | -64.1% |
| YTD | -59.5% | +11.8% | -71.3% | -61.7% |
| 1Y | -83.1% | +17.5% | -100.7% | -84.3% |
| 3Y | -98.9% | +77.0% | -175.9% | -99.1% |
| All | -98.8% | +73.5% | -172.4% | -99.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling