+72.2%
MSFU vs VOO
+107.6%
-35.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -1.2% |
| 7D | -3.2% | +0.5% | -3.7% | -4.1% |
| 30D | -3.1% | -0.9% | -2.2% | -1.2% |
| 3M | +35.3% | +3.9% | +31.4% | +26.4% |
| 6M | +31.6% | +14.5% | +17.0% | +2.1% |
| YTD | -9.5% | +13.0% | -22.5% | -27.6% |
| 1Y | -18.4% | +19.4% | -37.8% | -41.3% |
| 3Y | +26.9% | +78.9% | -51.9% | -56.1% |
| All | +72.2% | +107.6% | -35.4% | -53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling