+44.5%
MSTY vs VOO
+55.2%
-10.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -3.4% |
| 7D | -11.5% | -2.0% | -9.6% | -7.5% |
| 30D | +23.4% | -1.7% | +25.1% | +28.6% |
| 3M | +6.7% | +4.7% | +1.9% | -2.6% |
| 6M | -9.4% | +12.6% | -21.9% | -28.5% |
| YTD | -16.0% | +11.8% | -27.7% | -31.7% |
| 1Y | -56.7% | +17.5% | -74.3% | -68.0% |
| All | +44.5% | +55.2% | -10.7% | -43.1% |
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