-51.6%
MSFD vs VOO
+106.2%
-157.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +1.7% |
| 7D | +2.8% | +0.1% | +2.7% | +3.0% |
| 30D | -2.6% | +0.1% | -2.6% | -2.4% |
| 3M | -17.2% | +2.0% | -19.2% | -14.8% |
| 6M | -22.5% | +13.0% | -35.6% | -10.4% |
| YTD | -8.9% | +13.6% | -22.4% | +6.3% |
| 1Y | -3.7% | +20.1% | -23.8% | +19.9% |
| 3Y | -35.6% | +77.6% | -113.2% | +35.6% |
| All | -51.6% | +106.2% | -157.7% | +29.8% |
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