-50.7%
MSTY vs VOO
+21.4%
-72.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.8% | +1.0% | +13.8% | +12.0% |
| 7D | +4.4% | +0.3% | +4.2% | +4.0% |
| 30D | +37.2% | +0.2% | +37.0% | +36.9% |
| 3M | +11.4% | +2.8% | +8.6% | +4.4% |
| 6M | +6.0% | +14.3% | -8.3% | -23.3% |
| YTD | -5.0% | +14.0% | -19.0% | -30.1% |
| All | -50.7% | +21.4% | -72.1% | -67.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling