-83.2%
MSOS vs VOO
+125.9%
-209.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.4% | -0.2% | -0.5% |
| 7D | +1.2% | -4.7% | +5.9% | +5.9% |
| 30D | -7.2% | -5.9% | -1.3% | -1.6% |
| 3M | +2.2% | -4.5% | +6.7% | +6.8% |
| 6M | -18.1% | +1.9% | -19.9% | -19.5% |
| YTD | -12.5% | +8.4% | -20.9% | -18.4% |
| 1Y | -3.5% | +9.5% | -13.0% | -11.2% |
| 3Y | -29.8% | +75.3% | -105.0% | -59.0% |
| 5Y | -85.3% | +67.9% | -153.1% | -90.7% |
| All | -83.2% | +125.9% | -209.2% | -92.6% |
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