-5.5%
MSIF vs VOO
+27.2%
-32.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -1.6% |
| 7D | +4.9% | +0.1% | +4.9% | +4.8% |
| 30D | +7.5% | -3.3% | +10.9% | +9.9% |
| 3M | +3.3% | -2.4% | +5.7% | +4.9% |
| 6M | +2.3% | +2.6% | -0.3% | +0.2% |
| YTD | +3.1% | +11.3% | -8.2% | -5.2% |
| 1Y | +16.6% | +13.4% | +3.2% | +5.6% |
| All | -5.5% | +27.2% | -32.7% | -21.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling