+124.5%
MSM vs VOO
+309.6%
-185.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | +5.4% | +2.6% | +2.8% | +3.3% |
| 30D | -10.0% | -2.0% | -8.0% | -8.4% |
| 3M | -1.6% | -2.8% | +1.2% | +0.7% |
| 6M | +12.6% | +2.2% | +10.5% | +10.8% |
| YTD | +45.9% | +11.5% | +34.3% | +33.7% |
| 1Y | +36.8% | +13.5% | +23.3% | +23.7% |
| 3Y | +36.1% | +78.1% | -42.0% | -13.7% |
| 5Y | +68.7% | +73.1% | -4.5% | +8.3% |
| All | +124.5% | +309.6% | -185.1% | -33.8% |
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 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