+341.7%
MSB vs VOO
+306.9%
+34.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | -0.1% | -0.6% | +0.5% | +0.5% |
| 30D | -6.7% | -3.6% | -3.0% | -3.4% |
| 3M | -26.2% | -2.7% | -23.5% | -24.3% |
| 6M | -40.8% | +2.2% | -43.1% | -42.2% |
| YTD | -54.5% | +10.9% | -65.4% | -58.8% |
| 1Y | -49.5% | +11.3% | -60.9% | -54.4% |
| 3Y | +24.4% | +76.9% | -52.5% | -27.9% |
| 5Y | +15.7% | +73.5% | -57.8% | -32.6% |
| 10Y | +341.7% | +307.7% | +34.0% | +3.6% |
| All | +341.7% | +306.9% | +34.8% | +3.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling