+158.1%
MSM vs VOO
+314.0%
-155.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | -0.4% |
| 7D | +2.2% | +0.5% | +1.7% | +1.8% |
| 30D | -2.1% | -0.9% | -1.1% | -1.3% |
| 3M | +4.9% | +3.9% | +1.0% | +1.7% |
| 6M | +33.9% | +14.5% | +19.4% | +20.1% |
| YTD | +47.1% | +13.0% | +34.1% | +33.3% |
| 1Y | +34.5% | +19.4% | +15.0% | +16.4% |
| 3Y | +40.8% | +78.9% | -38.0% | -11.3% |
| 5Y | +78.0% | +82.3% | -4.3% | +9.2% |
| 10Y | +158.1% | +314.2% | -156.1% | -27.4% |
| All | +158.1% | +314.0% | -155.9% | -27.4% |
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 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