+60.4%
MSD vs VOO
+317.9%
-257.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | -0.2% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +1.8% | -3.3% | +5.1% | +3.1% |
| 3M | -4.0% | -2.4% | -1.6% | -3.1% |
| 6M | -3.2% | +2.6% | -5.8% | -4.3% |
| YTD | -0.9% | +11.3% | -12.1% | -5.2% |
| 1Y | +3.0% | +13.4% | -10.5% | -2.3% |
| 3Y | +46.1% | +80.3% | -34.2% | +14.3% |
| 5Y | +19.1% | +72.7% | -53.6% | -6.2% |
| 10Y | +60.4% | +310.0% | -249.6% | -12.7% |
| All | +60.4% | +317.9% | -257.5% | -12.7% |
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