-95.5%
MSTP vs VOO
+28.9%
-124.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.9% | -2.7% |
| 7D | +12.9% | -0.4% | +13.3% | +17.5% |
| 30D | +68.2% | -1.4% | +69.6% | +87.2% |
| 3M | +1.7% | +3.7% | -2.0% | -13.0% |
| 6M | -39.6% | +13.0% | -52.6% | -65.8% |
| YTD | -59.3% | +12.4% | -71.8% | -74.1% |
| 1Y | -92.8% | +18.6% | -111.4% | -96.2% |
| All | -95.5% | +28.9% | -124.4% | -98.2% |
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