-98.2%
MSGY vs VOO
+17.3%
-115.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +3.8% |
| 7D | +0.5% | -2.0% | +2.5% | +2.1% |
| 30D | -45.5% | -1.7% | -43.8% | -44.7% |
| 3M | -59.8% | +4.7% | -64.5% | -61.9% |
| 6M | -46.8% | +12.6% | -59.3% | -53.5% |
| YTD | -91.3% | +11.8% | -103.1% | -92.3% |
| 1Y | -98.2% | +17.5% | -115.8% | -98.8% |
| All | -98.2% | +17.3% | -115.5% | -98.8% |
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