-97.1%
MSTP vs VOO
+28.4%
-125.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -0.3% | -12.4% | -10.8% |
| 7D | -22.8% | +3.3% | -26.1% | -37.1% |
| 30D | -47.5% | -2.7% | -44.9% | -35.7% |
| 3M | +13.5% | -1.7% | +15.2% | +37.4% |
| 6M | -75.4% | +3.1% | -78.5% | -76.4% |
| YTD | -73.9% | +11.9% | -85.8% | -81.8% |
| 1Y | -89.0% | +12.1% | -101.1% | -92.3% |
| All | -97.1% | +28.4% | -125.5% | -98.7% |
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