-94.6%
MSGY vs VOO
+24.7%
-119.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | +0.1% |
| 7D | +1.6% | +0.5% | +1.1% | +1.0% |
| 30D | -14.4% | -0.9% | -13.4% | -13.5% |
| 3M | -57.3% | +3.9% | -61.1% | -59.6% |
| 6M | -49.2% | +14.5% | -63.7% | -59.0% |
| YTD | -91.4% | +13.0% | -104.4% | -92.8% |
| 1Y | -98.3% | +19.4% | -117.7% | -98.9% |
| All | -94.6% | +24.7% | -119.3% | -96.9% |
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