+364.9%
MSM vs VOO
+817.1%
-452.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.3% |
| 7D | +1.9% | +0.1% | +1.7% | +1.7% |
| 30D | -3.3% | +0.1% | -3.4% | -3.4% |
| 3M | +4.5% | +2.0% | +2.5% | +2.6% |
| 6M | +34.9% | +13.0% | +21.9% | +21.3% |
| YTD | +48.4% | +13.6% | +34.8% | +32.7% |
| 1Y | +36.0% | +20.1% | +15.9% | +15.8% |
| 3Y | +34.0% | +77.6% | -43.6% | -18.5% |
| 5Y | +77.2% | +82.4% | -5.3% | +3.8% |
| 10Y | +158.9% | +316.8% | -157.9% | -31.6% |
| All | +364.9% | +817.1% | -452.1% | -47.8% |
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 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