-21.8%
MSFX vs VOO
+18.9%
-40.7%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | 0.0% |
| 7D | -2.2% | -0.4% | -1.9% | -1.4% |
| 30D | -6.1% | -1.4% | -4.7% | -3.4% |
| 3M | +39.6% | +3.7% | +35.8% | +31.0% |
| 6M | +29.0% | +13.0% | +16.0% | +3.5% |
| YTD | -11.3% | +12.4% | -23.7% | -27.5% |
| 1Y | -21.8% | +18.6% | -40.4% | -41.7% |
| All | -21.8% | +18.9% | -40.7% | -41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling