+2,662.2%
MSFT vs VOO
+817.1%
+1,845.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -1.6% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | +2.7% | +0.1% | +2.6% | +2.7% |
| 3M | +17.0% | +2.0% | +14.9% | +14.4% |
| 6M | +23.8% | +13.0% | +10.8% | +7.8% |
| YTD | +4.0% | +13.6% | -9.6% | -9.9% |
| 1Y | -0.8% | +20.1% | -20.9% | -19.4% |
| 3Y | +55.6% | +77.6% | -22.0% | -19.2% |
| 5Y | +72.9% | +82.4% | -9.5% | -11.5% |
| 10Y | +875.8% | +316.8% | +559.0% | +111.5% |
| All | +2,662.2% | +817.1% | +1,845.1% | +180.4% |
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 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