-7.5%
MSCI vs VOO
+82.6%
-90.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +0.6% | +0.1% | +0.5% | +0.5% |
| 3M | -7.1% | +2.0% | -9.1% | -9.6% |
| 6M | +0.8% | +13.0% | -12.2% | -12.9% |
| YTD | +1.0% | +13.6% | -12.6% | -13.2% |
| 1Y | +4.3% | +20.1% | -15.8% | -16.3% |
| 3Y | +9.9% | +77.6% | -67.6% | -47.8% |
| All | -7.5% | +82.6% | -90.1% | -56.3% |
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