-99.4%
MSOX vs VOO
+97.7%
-197.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.7% | +7.0% |
| 7D | +4.3% | +0.1% | +4.2% | +4.0% |
| 30D | +54.4% | +0.1% | +54.3% | +54.1% |
| 3M | -9.7% | +2.0% | -11.7% | -13.4% |
| 6M | +17.3% | +13.0% | +4.3% | -2.4% |
| YTD | -29.0% | +13.6% | -42.6% | -41.3% |
| 1Y | -58.3% | +20.1% | -78.4% | -68.5% |
| 3Y | -96.5% | +77.6% | -174.1% | -98.6% |
| All | -99.4% | +97.7% | -197.2% | -99.8% |
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