+55.4%
MSTY vs VOO
+56.8%
-1.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -3.0% | -2.3% |
| 7D | +7.8% | +0.5% | +7.3% | +6.9% |
| 30D | +28.5% | -0.9% | +29.4% | +31.7% |
| 3M | +5.8% | +3.9% | +1.9% | -1.8% |
| 6M | +0.8% | +14.5% | -13.7% | -23.4% |
| YTD | -9.7% | +13.0% | -22.6% | -28.3% |
| 1Y | -53.8% | +19.4% | -73.2% | -67.0% |
| All | +55.4% | +56.8% | -1.5% | -40.3% |
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