+8.5%
MSFL vs VOO
+50.5%
-42.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.0% | -3.7% |
| 7D | +3.8% | -0.6% | +4.4% | +5.5% |
| 30D | -2.9% | -3.6% | +0.8% | +5.3% |
| 3M | +6.4% | -2.7% | +9.1% | +13.6% |
| 6M | +47.6% | +2.2% | +45.4% | +43.7% |
| YTD | +2.0% | +10.9% | -8.9% | -14.9% |
| 1Y | -8.0% | +11.3% | -19.3% | -23.8% |
| All | +8.5% | +50.5% | -42.0% | -51.4% |
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