-94.8%
MSTP vs VOO
+30.2%
-125.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -1.0% |
| 7D | +20.8% | +0.1% | +20.7% | +21.9% |
| 30D | +88.7% | +0.1% | +88.6% | +92.6% |
| 3M | -4.9% | +2.0% | -7.0% | -9.7% |
| 6M | -37.6% | +13.0% | -50.6% | -64.4% |
| YTD | -53.0% | +13.6% | -66.6% | -71.9% |
| 1Y | -91.7% | +20.1% | -111.8% | -95.9% |
| All | -94.8% | +30.2% | -125.1% | -98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling