-37.2%
MST vs VOO
+13.6%
-50.8%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -0.3% |
| 7D | +19.7% | +0.1% | +19.6% | +20.4% |
| 30D | +71.5% | +0.1% | +71.4% | +73.8% |
| 3M | -6.9% | +2.0% | -9.0% | -11.7% |
| 6M | -37.2% | +13.0% | -50.2% | -59.6% |
| All | -37.2% | +13.6% | -50.8% | -59.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling