+62.3%
MSTB vs VOO
+79.7%
-17.4%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.5% |
| 7D | -2.7% | -0.9% | -1.7% | -2.0% |
| 30D | -5.1% | -2.3% | -2.8% | -3.6% |
| 3M | -4.4% | -1.2% | -3.2% | -3.6% |
| 6M | -1.3% | +3.3% | -4.6% | -3.3% |
| YTD | +6.0% | +12.3% | -6.4% | -1.6% |
| 1Y | +4.3% | +12.5% | -8.2% | -3.3% |
| All | +62.3% | +79.7% | -17.4% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling