+23.3%
MSB vs VOO
+78.4%
-55.1%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -2.5% |
| 7D | -0.3% | +0.1% | -0.4% | -0.2% |
| 30D | -7.0% | -3.3% | -3.7% | -4.5% |
| 3M | -26.5% | -2.4% | -24.1% | -25.1% |
| 6M | -41.0% | +2.6% | -43.6% | -42.3% |
| YTD | -54.7% | +11.3% | -66.0% | -58.3% |
| 1Y | -49.6% | +13.4% | -63.0% | -54.3% |
| 3Y | +23.3% | +80.3% | -57.0% | -17.9% |
| All | +23.3% | +78.4% | -55.1% | -17.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling