-98.7%
MSAI vs VOO
+75.4%
-174.1%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.2% |
| 7D | -2.6% | +0.5% | -3.1% | -3.0% |
| 30D | -6.8% | -0.9% | -5.8% | -6.3% |
| 3M | +4.0% | +3.9% | +0.1% | +1.9% |
| 6M | -58.7% | +14.5% | -73.2% | -61.6% |
| YTD | -56.9% | +13.0% | -69.9% | -59.5% |
| 1Y | -82.1% | +19.4% | -101.6% | -83.5% |
| 3Y | -98.8% | +78.9% | -177.7% | -99.0% |
| All | -98.7% | +75.4% | -174.1% | -98.9% |
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