-87.5%
MSTU vs VOO
+38.6%
-126.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -5.0% | -3.1% |
| 7D | +12.9% | -0.4% | +13.3% | +16.8% |
| 30D | +68.3% | -1.4% | +69.7% | +84.8% |
| 3M | +0.4% | +3.7% | -3.3% | -11.5% |
| 6M | -41.5% | +13.0% | -54.5% | -64.0% |
| YTD | -61.7% | +12.4% | -74.1% | -73.8% |
| 1Y | -93.7% | +18.6% | -112.3% | -96.5% |
| All | -87.5% | +38.6% | -126.2% | -95.4% |
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