-93.7%
MSC vs VOO
+198.1%
-291.8%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +0.3% | -7.8% | -7.6% |
| 7D | +25.6% | -2.7% | +28.3% | +25.8% |
| 30D | +2.1% | -5.4% | +7.5% | +2.8% |
| 3M | -48.4% | -4.1% | -44.4% | -48.2% |
| 6M | -59.2% | +0.7% | -59.9% | -59.5% |
| YTD | -72.4% | +8.7% | -81.1% | -73.1% |
| 1Y | -75.9% | +11.0% | -86.9% | -76.6% |
| 3Y | -78.7% | +75.5% | -154.2% | -81.6% |
| 5Y | -88.1% | +68.4% | -156.5% | -89.9% |
| All | -93.7% | +198.1% | -291.8% | -94.9% |
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 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