+2.1%
MSFX vs VOO
+65.5%
-63.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -1.2% |
| 7D | -3.0% | +0.5% | -3.6% | -4.0% |
| 30D | -3.3% | -0.9% | -2.4% | -1.3% |
| 3M | +34.8% | +3.9% | +30.9% | +25.6% |
| 6M | +30.6% | +14.5% | +16.1% | +0.3% |
| YTD | -10.5% | +13.0% | -23.4% | -29.0% |
| 1Y | -21.1% | +19.4% | -40.5% | -44.1% |
| All | +2.1% | +65.5% | -63.4% | -65.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling