+106.3%
MSD vs VOO
+798.5%
-692.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.0% |
| 3M | -4.0% | -2.4% | -1.6% | -3.2% |
| 6M | -3.2% | +2.6% | -5.8% | -4.3% |
| YTD | -0.9% | +11.3% | -12.1% | -5.0% |
| 1Y | +3.0% | +13.4% | -10.5% | -2.1% |
| 3Y | +46.1% | +80.3% | -34.2% | +15.3% |
| 5Y | +19.1% | +72.7% | -53.6% | -5.3% |
| 10Y | +60.4% | +310.0% | -249.6% | -9.6% |
| All | +106.3% | +798.5% | -692.2% | -12.6% |
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 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