+7.6%
MSFL vs VOO
+47.5%
-39.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.4% |
| 7D | +2.4% | -2.7% | +5.1% | +8.7% |
| 30D | -1.9% | -5.4% | +3.5% | +10.3% |
| 3M | +8.0% | -4.1% | +12.1% | +18.5% |
| 6M | +47.4% | +0.7% | +46.7% | +47.6% |
| YTD | +1.2% | +8.7% | -7.5% | -12.2% |
| 1Y | -5.6% | +11.0% | -16.5% | -21.3% |
| All | +7.6% | +47.5% | -39.9% | -49.9% |
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