-16.9%
MSFX vs VOO
+11.8%
-28.7%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +1.3% |
| 7D | -5.0% | +3.3% | -8.3% | -11.3% |
| 30D | -9.4% | -2.7% | -6.7% | -3.9% |
| 3M | +7.7% | -1.7% | +9.4% | +12.5% |
| 6M | +46.3% | +3.1% | +43.1% | +40.2% |
| YTD | -3.4% | +11.9% | -15.3% | -19.4% |
| 1Y | -16.9% | +12.1% | -28.9% | -30.9% |
| All | -16.9% | +11.8% | -28.7% | -30.9% |
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