-79.2%
MSOS vs VOO
+136.8%
-216.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.6% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +26.5% | +0.1% | +26.4% | +26.4% |
| 3M | +0.2% | +2.0% | -1.8% | -2.0% |
| 6M | +31.4% | +13.0% | +18.3% | +17.7% |
| YTD | +8.3% | +13.6% | -5.3% | -3.4% |
| 1Y | +11.6% | +20.1% | -8.5% | -5.5% |
| 3Y | -25.0% | +77.6% | -102.5% | -56.6% |
| 5Y | -84.6% | +82.4% | -167.0% | -91.1% |
| All | -79.2% | +136.8% | -216.0% | -91.3% |
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 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