+26.7%
MSFY vs VOO
+91.9%
-65.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.0% |
| 7D | -2.9% | +0.1% | -3.0% | -3.0% |
| 30D | +2.6% | +0.1% | +2.5% | +2.6% |
| 3M | +9.1% | +2.0% | +7.1% | +7.3% |
| 6M | +14.3% | +13.0% | +1.3% | +2.8% |
| YTD | -5.9% | +13.6% | -19.5% | -15.6% |
| 1Y | -7.2% | +20.1% | -27.2% | -20.6% |
| All | +26.7% | +91.9% | -65.2% | -21.7% |
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 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