-99.6%
MSS vs VOO
+87.1%
-186.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +5.9% | +5.8% |
| 7D | +10.4% | +0.5% | +9.9% | +9.9% |
| 30D | +25.2% | -0.9% | +26.1% | +26.3% |
| 3M | -67.2% | +3.9% | -71.1% | -68.3% |
| 6M | -85.3% | +14.5% | -99.8% | -87.0% |
| YTD | -90.0% | +13.0% | -103.0% | -91.1% |
| 1Y | -97.3% | +19.4% | -116.8% | -97.7% |
| All | -99.6% | +87.1% | -186.7% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling