+146.3%
MSGE vs VOO
+92.3%
+53.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | +4.5% | +3.3% | +1.2% | +1.6% |
| 30D | -1.7% | -2.7% | +0.9% | +0.7% |
| 3M | -10.9% | -1.7% | -9.1% | -9.5% |
| 6M | +22.1% | +3.1% | +18.9% | +18.3% |
| YTD | +46.2% | +11.9% | +34.3% | +31.1% |
| 1Y | +62.2% | +12.1% | +50.2% | +45.3% |
| 3Y | +170.1% | +78.6% | +91.6% | +53.9% |
| All | +146.3% | +92.3% | +53.9% | +32.7% |
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