-99.7%
MSOX vs VOO
+93.0%
-192.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.0% |
| 7D | -18.9% | -0.6% | -18.3% | -18.5% |
| 30D | -15.5% | -3.6% | -11.9% | -9.9% |
| 3M | -22.9% | -2.7% | -20.2% | -19.2% |
| 6M | -48.8% | +2.2% | -51.0% | -50.6% |
| YTD | -58.7% | +10.9% | -69.6% | -64.4% |
| 1Y | -72.4% | +11.3% | -83.7% | -76.8% |
| 3Y | -97.4% | +76.9% | -174.3% | -99.0% |
| All | -99.7% | +93.0% | -192.7% | -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 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