-98.5%
MSGM vs VOO
+117.6%
-216.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.5% | +8.8% | +9.0% |
| 7D | +27.5% | -0.4% | +27.8% | +27.8% |
| 30D | +19.5% | -1.4% | +20.9% | +21.8% |
| 3M | +22.9% | +3.7% | +19.2% | +16.0% |
| 6M | +7.4% | +13.0% | -5.6% | -11.4% |
| YTD | +64.0% | +12.4% | +51.6% | +35.7% |
| 1Y | +76.3% | +18.6% | +57.7% | +34.9% |
| 3Y | +30.3% | +78.1% | -47.7% | -54.3% |
| 5Y | -96.0% | +82.3% | -178.2% | -98.8% |
| All | -98.5% | +117.6% | -216.1% | -99.7% |
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