+39.8%
MSSS vs VOO
+53.3%
-13.6%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.6% |
| 7D | -2.2% | -0.4% | -1.8% | -1.9% |
| 30D | -4.6% | -1.4% | -3.3% | -3.5% |
| 3M | +2.3% | +3.7% | -1.4% | -0.9% |
| 6M | +11.5% | +13.0% | -1.5% | +0.4% |
| YTD | +16.0% | +12.4% | +3.5% | +4.8% |
| 1Y | +15.0% | +18.6% | -3.6% | -1.0% |
| All | +39.8% | +53.3% | -13.6% | -4.0% |
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 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