-65.1%
MSOX vs VOO
+18.9%
-84.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.0% |
| 7D | +3.0% | -0.4% | +3.3% | +3.8% |
| 30D | +29.6% | -1.4% | +31.0% | +34.3% |
| 3M | -23.0% | +3.7% | -26.7% | -31.2% |
| 6M | +18.3% | +13.0% | +5.2% | -19.6% |
| YTD | -30.6% | +12.4% | -43.0% | -52.3% |
| 1Y | -65.1% | +18.6% | -83.7% | -77.0% |
| All | -65.1% | +18.9% | -84.0% | -77.0% |
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