+76.3%
MSFU vs VOO
+108.8%
-32.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -3.4% |
| 7D | -5.7% | +0.1% | -5.8% | -5.8% |
| 30D | +4.2% | +0.1% | +4.1% | +4.2% |
| 3M | +27.9% | +2.0% | +25.9% | +23.9% |
| 6M | +37.1% | +13.0% | +24.1% | +9.1% |
| YTD | -7.4% | +13.6% | -21.0% | -26.7% |
| 1Y | -19.6% | +20.1% | -39.7% | -42.8% |
| 3Y | +33.2% | +77.6% | -44.4% | -53.3% |
| All | +76.3% | +108.8% | -32.4% | -52.6% |
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