-87.9%
MSOS vs VOO
+74.6%
-162.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.1% |
| 7D | -6.5% | +3.3% | -9.8% | -9.3% |
| 30D | -5.9% | -2.7% | -3.2% | -3.6% |
| 3M | -15.4% | -1.7% | -13.6% | -14.1% |
| 6M | -20.9% | +3.1% | -24.0% | -23.2% |
| YTD | -18.2% | +11.9% | -30.2% | -25.7% |
| 1Y | -10.6% | +12.1% | -22.7% | -19.4% |
| 3Y | -41.1% | +78.6% | -119.6% | -64.8% |
| 5Y | -87.9% | +73.8% | -161.7% | -92.3% |
| All | -87.9% | +74.6% | -162.5% | -92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling