-44.2%
MSLE vs VOO
+67.9%
-112.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +0.3% | +12.9% | +12.6% |
| 7D | +7.3% | -2.7% | +10.0% | +13.3% |
| 30D | -5.8% | -5.4% | -0.4% | +5.6% |
| 3M | -28.6% | -4.1% | -24.5% | -22.6% |
| 6M | -6.6% | +0.7% | -7.4% | -8.3% |
| YTD | +22.3% | +8.7% | +13.6% | +2.2% |
| 1Y | +26.1% | +11.0% | +15.2% | +0.2% |
| 3Y | +139.7% | +75.5% | +64.2% | -65.6% |
| All | -44.2% | +67.9% | -112.1% | -2,457.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling