+79.3%
MSTB vs VOO
+147.5%
-68.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +1.3% | +3.3% | -2.0% | -1.1% |
| 30D | -5.5% | -2.7% | -2.8% | -3.6% |
| 3M | -4.9% | -1.7% | -3.2% | -3.7% |
| 6M | -1.6% | +3.1% | -4.7% | -3.7% |
| YTD | +5.6% | +11.9% | -6.3% | -2.6% |
| 1Y | +3.9% | +12.1% | -8.2% | -4.3% |
| 3Y | +61.6% | +78.6% | -17.0% | +4.9% |
| 5Y | +36.3% | +73.8% | -37.5% | -9.9% |
| All | +79.3% | +147.5% | -68.1% | -7.3% |
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