+1,766.5%
MSI vs VOO
+817.1%
+949.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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 | -1.6% | +13.0% | -14.6% | -11.7% |
| YTD | +22.8% | +13.6% | +9.2% | +9.4% |
| 1Y | -1.1% | +20.1% | -21.2% | -16.2% |
| 3Y | +70.5% | +77.6% | -7.1% | +1.2% |
| 5Y | +102.8% | +82.4% | +20.4% | +17.2% |
| 10Y | +597.4% | +316.8% | +280.6% | +95.8% |
| All | +1,766.5% | +817.1% | +949.4% | +151.2% |
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