-31.0%
MSTZ vs VOO
+1.5%
-32.5%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +2.6% |
| 7D | -1.2% | -2.7% | +1.5% | -14.1% |
| 30D | +22.2% | -5.4% | +27.5% | -8.4% |
| 3M | -70.4% | -4.1% | -66.3% | -73.6% |
| 6M | -31.0% | +0.7% | -31.7% | -1.7% |
| All | -31.0% | +1.5% | -32.5% | -1.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling