-35.4%
MSFD vs VOO
+75.0%
-110.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -4.4% | +8.2% | -0.6% |
| 7D | -1.6% | -4.7% | +3.2% | -5.9% |
| 30D | -1.5% | -5.9% | +4.4% | -7.0% |
| 3M | -9.4% | -4.5% | -4.8% | -13.0% |
| 6M | -26.6% | +1.9% | -28.4% | -24.4% |
| YTD | -15.2% | +8.4% | -23.6% | -6.5% |
| 1Y | -10.9% | +9.5% | -20.4% | -0.7% |
| All | -35.4% | +75.0% | -110.4% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling