-7.1%
MSIF vs VOO
+29.2%
-36.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.3% |
| 7D | +0.5% | +0.5% | -0.1% | +0.1% |
| 30D | +1.5% | -0.9% | +2.5% | +2.2% |
| 3M | +10.3% | +3.9% | +6.4% | +7.3% |
| 6M | +5.5% | +14.5% | -9.1% | -4.6% |
| YTD | +1.3% | +13.0% | -11.7% | -7.6% |
| 1Y | +0.8% | +19.4% | -18.6% | -12.0% |
| All | -7.1% | +29.2% | -36.3% | -23.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling