-8.0%
MSDL vs VOO
+59.6%
-67.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.1% | +1.3% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | +4.3% | -3.3% | +7.6% | +6.2% |
| 3M | -6.6% | -2.4% | -4.2% | -5.5% |
| 6M | -4.1% | +2.6% | -6.7% | -5.5% |
| YTD | -7.0% | +11.3% | -18.3% | -12.1% |
| 1Y | -4.0% | +13.4% | -17.5% | -10.2% |
| All | -8.0% | +59.6% | -67.6% | -25.1% |
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