-94.5%
MST vs VOO
+37.0%
-131.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -3.0% |
| 7D | +11.7% | -0.4% | +12.1% | +15.3% |
| 30D | +50.8% | -1.4% | +52.2% | +64.3% |
| 3M | -0.7% | +3.7% | -4.4% | -13.0% |
| 6M | -39.4% | +13.0% | -52.4% | -62.1% |
| YTD | -55.4% | +12.4% | -67.8% | -69.5% |
| 1Y | -90.9% | +18.6% | -109.5% | -94.5% |
| All | -94.5% | +37.0% | -131.5% | -97.3% |
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