-29.5%
MSLE vs VOO
+315.9%
-345.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | +3.6% | +0.1% | +3.5% | +3.4% |
| 30D | -10.4% | +0.1% | -10.4% | -10.5% |
| 3M | +49.3% | +2.0% | +47.2% | +46.1% |
| 6M | -26.9% | +13.0% | -39.9% | -36.3% |
| YTD | +52.6% | +13.6% | +39.0% | +31.8% |
| 1Y | +62.1% | +20.1% | +42.1% | +30.5% |
| 3Y | +130.0% | +77.6% | +52.4% | +1.5% |
| 5Y | -44.6% | +82.4% | -127.1% | -181.1% |
| All | -29.5% | +315.9% | -345.4% | -165.6% |
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