+128.2%
MSBI vs VOO
+335.8%
-207.5%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -0.8% |
| 7D | -1.1% | +2.6% | -3.7% | -3.4% |
| 30D | -1.5% | -2.0% | +0.5% | +0.3% |
| 3M | -5.8% | -2.8% | -3.1% | -3.5% |
| 6M | +20.2% | +2.2% | +18.0% | +17.5% |
| YTD | +53.5% | +11.5% | +42.0% | +38.7% |
| 1Y | +106.6% | +13.5% | +93.1% | +83.7% |
| 3Y | +65.5% | +78.1% | -12.6% | -2.8% |
| 5Y | +60.9% | +73.1% | -12.2% | -4.3% |
| 10Y | +80.9% | +310.7% | -229.8% | -50.1% |
| All | +128.2% | +335.8% | -207.5% | -39.2% |
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