+61.1%
MSTY vs VOO
+57.7%
+3.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.6% |
| 7D | +10.1% | +0.1% | +10.0% | +10.2% |
| 30D | +34.8% | +0.1% | +34.7% | +35.1% |
| 3M | +7.5% | +2.0% | +5.5% | +3.9% |
| 6M | -2.9% | +13.0% | -15.9% | -24.1% |
| YTD | -6.4% | +13.6% | -19.9% | -26.6% |
| 1Y | -51.4% | +20.1% | -71.5% | -65.7% |
| All | +61.1% | +57.7% | +3.4% | -38.9% |
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 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