+885.0%
MSFT vs VOO
+315.3%
+569.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.1% |
| 7D | -1.0% | -0.4% | -0.7% | -0.6% |
| 30D | -2.7% | -1.4% | -1.3% | -1.0% |
| 3M | +22.1% | +3.7% | +18.4% | +17.0% |
| 6M | +20.6% | +13.0% | +7.5% | +4.3% |
| YTD | +2.3% | +12.4% | -10.1% | -11.0% |
| 1Y | -0.5% | +18.6% | -19.1% | -18.8% |
| 3Y | +50.5% | +78.1% | -27.5% | -25.0% |
| 5Y | +72.3% | +82.3% | -9.9% | -15.3% |
| 10Y | +885.0% | +322.5% | +562.5% | +79.8% |
| All | +885.0% | +315.3% | +569.7% | +79.8% |
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 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