+1,771.3%
MSI vs VOO
+817.1%
+954.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | -3.7% | +0.1% | -3.8% | -3.8% |
| 30D | +6.8% | +0.1% | +6.8% | +6.7% |
| 3M | +14.3% | +2.0% | +12.3% | +12.1% |
| 6M | -1.3% | +13.0% | -14.4% | -11.5% |
| YTD | +23.1% | +13.6% | +9.5% | +9.7% |
| 1Y | -0.8% | +20.1% | -20.9% | -16.0% |
| 3Y | +70.9% | +77.6% | -6.7% | +1.5% |
| 5Y | +103.3% | +82.4% | +20.9% | +17.5% |
| 10Y | +599.2% | +316.8% | +282.4% | +96.3% |
| All | +1,771.3% | +817.1% | +954.2% | +151.9% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling