-48.4%
MSLE vs VOO
+82.6%
-131.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.4% |
| 7D | +3.6% | +0.1% | +3.5% | +3.3% |
| 30D | -10.4% | +0.1% | -10.4% | -10.6% |
| 3M | +49.3% | +2.0% | +47.2% | +43.4% |
| 6M | -26.9% | +13.0% | -39.9% | -42.9% |
| YTD | +52.6% | +13.6% | +39.0% | +17.3% |
| 1Y | +62.1% | +20.1% | +42.1% | +9.1% |
| 3Y | +130.0% | +77.6% | +52.4% | -64.6% |
| All | -48.4% | +82.6% | -131.0% | -2,644.8% |
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