+913.4%
MSFT vs VOO
+311.2%
+602.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.8% |
| 7D | -2.4% | +3.3% | -5.7% | -6.1% |
| 30D | -3.8% | -2.7% | -1.1% | -0.6% |
| 3M | +6.4% | -1.7% | +8.2% | +8.7% |
| 6M | +28.8% | +3.1% | +25.7% | +24.3% |
| YTD | +8.8% | +11.9% | -3.1% | -4.8% |
| 1Y | +3.2% | +12.1% | -8.9% | -9.9% |
| 3Y | +44.8% | +78.6% | -33.8% | -28.2% |
| 5Y | +61.8% | +73.8% | -12.0% | -15.9% |
| All | +913.4% | +311.2% | +602.2% | +78.4% |
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