+605.8%
MSCI vs VOO
+314.0%
+291.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.1% |
| 7D | -2.1% | +0.5% | -2.6% | -2.6% |
| 30D | -1.7% | -0.9% | -0.8% | -0.7% |
| 3M | -8.2% | +3.9% | -12.1% | -12.6% |
| 6M | -2.4% | +14.5% | -17.0% | -17.3% |
| YTD | -2.8% | +13.0% | -15.8% | -16.3% |
| 1Y | -2.7% | +19.4% | -22.1% | -21.7% |
| 3Y | +7.3% | +78.9% | -71.6% | -47.8% |
| 5Y | -11.4% | +82.3% | -93.7% | -56.9% |
| 10Y | +605.8% | +314.2% | +291.6% | +30.6% |
| All | +605.8% | +314.0% | +291.8% | +30.6% |
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