-92.6%
MSLE vs VOO
+594.8%
-687.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.3% | -6.9% | -6.9% |
| 7D | +9.1% | -0.6% | +9.7% | +9.7% |
| 30D | -7.2% | -3.6% | -3.6% | -3.7% |
| 3M | -30.6% | -2.7% | -27.8% | -28.7% |
| 6M | -9.6% | +2.2% | -11.9% | -11.2% |
| YTD | +18.2% | +10.9% | +7.3% | +7.9% |
| 1Y | +14.9% | +11.3% | +3.6% | +4.4% |
| 3Y | +163.3% | +76.9% | +86.3% | +42.3% |
| 5Y | -48.6% | +73.5% | -122.1% | -143.3% |
| 10Y | -3.5% | +307.7% | -311.2% | -172.7% |
| All | -92.6% | +594.8% | -687.4% | -104.2% |
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