-6.2%
MSLE vs VOO
+314.4%
-320.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.2% | -4.4% |
| 7D | +4.3% | -0.9% | +5.2% | +5.4% |
| 30D | -5.9% | -2.3% | -3.5% | -3.1% |
| 3M | -32.6% | -1.2% | -31.5% | -31.8% |
| 6M | -7.5% | +3.3% | -10.9% | -10.9% |
| YTD | +14.8% | +12.3% | +2.5% | +0.5% |
| 1Y | +9.9% | +12.5% | -2.6% | -4.3% |
| 3Y | +155.7% | +79.2% | +76.5% | +12.0% |
| 5Y | -50.1% | +75.7% | -125.8% | -178.8% |
| 10Y | -6.2% | +313.7% | -319.9% | -210.9% |
| All | -6.2% | +314.4% | -320.7% | -210.9% |
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 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