+34.5%
MSM vs VOO
+19.5%
+15.0%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | -0.5% |
| 7D | +2.2% | +0.5% | +1.7% | +1.9% |
| 30D | -2.1% | -0.9% | -1.1% | -1.5% |
| 3M | +4.9% | +3.9% | +1.0% | +2.3% |
| 6M | +33.9% | +14.5% | +19.4% | +22.3% |
| YTD | +47.1% | +13.0% | +34.1% | +34.8% |
| 1Y | +34.5% | +19.4% | +15.0% | +16.5% |
| All | +34.5% | +19.5% | +15.0% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling