+43.9%
MSTB vs VOO
+82.3%
-38.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.3% |
| 7D | +0.7% | +0.5% | +0.1% | +0.3% |
| 30D | -1.2% | -0.9% | -0.2% | -0.5% |
| 3M | +3.0% | +3.9% | -0.9% | +0.3% |
| 6M | +10.8% | +14.5% | -3.8% | +0.6% |
| YTD | +9.9% | +13.0% | -3.1% | +0.8% |
| 1Y | +14.1% | +19.4% | -5.3% | +0.6% |
| 3Y | +64.5% | +78.9% | -14.4% | +7.4% |
| 5Y | +43.9% | +82.3% | -38.3% | -7.6% |
| All | +43.9% | +82.3% | -38.4% | -7.6% |
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 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