+28.1%
MSTY vs VOO
+54.9%
-26.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.4% | -1.9% |
| 7D | -12.4% | +2.6% | -15.0% | -17.4% |
| 30D | -20.6% | -2.0% | -18.6% | -16.5% |
| 3M | +8.0% | -2.8% | +10.8% | +16.5% |
| 6M | -35.7% | +2.2% | -37.9% | -37.3% |
| YTD | -25.5% | +11.5% | -37.1% | -38.6% |
| 1Y | -41.3% | +13.5% | -54.8% | -53.3% |
| All | +28.1% | +54.9% | -26.8% | -48.9% |
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