-83.9%
MSC vs VOO
+82.3%
-166.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.9% |
| 7D | -6.3% | +0.5% | -6.8% | -6.4% |
| 30D | -9.4% | -0.9% | -8.5% | -9.1% |
| 3M | -29.9% | +3.9% | -33.8% | -30.9% |
| 6M | -42.5% | +14.5% | -57.0% | -45.4% |
| YTD | -53.8% | +13.0% | -66.8% | -56.0% |
| 1Y | -53.5% | +19.4% | -73.0% | -57.0% |
| 3Y | -77.1% | +78.9% | -155.9% | -83.1% |
| 5Y | -83.9% | +82.3% | -166.2% | -89.4% |
| All | -83.9% | +82.3% | -166.2% | -89.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling