-92.4%
MSLE vs VOO
+581.2%
-673.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +0.3% | +12.9% | +12.9% |
| 7D | +7.3% | -2.7% | +10.0% | +10.1% |
| 30D | -5.8% | -5.4% | -0.4% | -0.6% |
| 3M | -28.6% | -4.1% | -24.5% | -25.8% |
| 6M | -6.6% | +0.7% | -7.4% | -7.0% |
| YTD | +22.3% | +8.7% | +13.6% | +13.7% |
| 1Y | +26.1% | +11.0% | +15.2% | +14.9% |
| 3Y | +139.7% | +75.5% | +64.2% | +30.2% |
| 5Y | -44.2% | +68.4% | -112.6% | -148.1% |
| 10Y | +24.8% | +315.7% | -290.9% | -196.7% |
| All | -92.4% | +581.2% | -673.6% | -104.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling