-93.8%
MSC vs VOO
+205.8%
-299.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.9% |
| 7D | -2.0% | +2.6% | -4.6% | -2.4% |
| 30D | 0.0% | -2.0% | +2.0% | +0.1% |
| 3M | -44.5% | -2.8% | -41.7% | -44.4% |
| 6M | -61.6% | +2.2% | -63.8% | -61.9% |
| YTD | -73.0% | +11.5% | -84.5% | -73.7% |
| 1Y | -75.3% | +13.5% | -88.8% | -76.1% |
| 3Y | -81.7% | +78.1% | -159.8% | -84.2% |
| 5Y | -84.8% | +73.1% | -157.9% | -87.1% |
| All | -93.8% | +205.8% | -299.6% | -95.0% |
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 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