+2,847.2%
MSFT vs VOO
+795.4%
+2,051.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -1.8% |
| 7D | +2.3% | -0.6% | +2.9% | +3.0% |
| 30D | -0.4% | -3.6% | +3.3% | +4.0% |
| 3M | +5.6% | -2.7% | +8.3% | +9.0% |
| 6M | +29.0% | +2.2% | +26.7% | +25.9% |
| YTD | +10.9% | +10.9% | 0.0% | -1.2% |
| 1Y | +6.2% | +11.3% | -5.1% | -5.9% |
| 3Y | +47.6% | +76.9% | -29.3% | -23.0% |
| 5Y | +67.9% | +73.5% | -5.6% | -9.0% |
| 10Y | +922.9% | +307.7% | +615.2% | +127.6% |
| All | +2,847.2% | +795.4% | +2,051.8% | +207.7% |
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