+54.8%
MSD vs VOO
+314.0%
-259.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.4% |
| 7D | +0.1% | +0.5% | -0.4% | -0.1% |
| 30D | -0.8% | -0.9% | +0.1% | -0.4% |
| 3M | +2.6% | +3.9% | -1.3% | +1.0% |
| 6M | +0.5% | +14.5% | -14.0% | -4.9% |
| YTD | +2.4% | +13.0% | -10.5% | -2.6% |
| 1Y | +4.7% | +19.4% | -14.7% | -2.7% |
| 3Y | +49.6% | +78.9% | -29.3% | +17.4% |
| 5Y | +20.5% | +82.3% | -61.8% | -7.2% |
| 10Y | +54.8% | +314.2% | -259.4% | -15.0% |
| All | +54.8% | +314.0% | -259.2% | -15.0% |
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