-99.7%
MSOX vs VOO
+93.7%
-193.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +2.3% | -10.2% | -11.9% |
| 7D | -8.3% | +0.1% | -8.4% | -8.9% |
| 30D | -14.2% | -3.3% | -10.8% | -9.0% |
| 3M | -20.3% | -2.4% | -17.9% | -17.0% |
| 6M | -47.9% | +2.6% | -50.5% | -50.1% |
| YTD | -58.0% | +11.3% | -69.3% | -64.0% |
| 1Y | -66.2% | +13.4% | -79.7% | -72.5% |
| 3Y | -96.9% | +80.3% | -177.2% | -98.8% |
| All | -99.7% | +93.7% | -193.4% | -99.9% |
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