+1,291.9%
MUSA vs VOO
+477.6%
+814.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -0.9% |
| 7D | +2.4% | -0.8% | +3.2% | +2.8% |
| 30D | -4.2% | -1.1% | -3.1% | -3.6% |
| 3M | -15.7% | +3.9% | -19.6% | -18.0% |
| 6M | +18.0% | +13.6% | +4.3% | +8.1% |
| YTD | +30.3% | +12.7% | +17.6% | +19.8% |
| 1Y | +33.8% | +17.6% | +16.2% | +19.4% |
| 3Y | +70.8% | +77.3% | -6.5% | +14.1% |
| 5Y | +262.8% | +84.1% | +178.7% | +133.2% |
| 10Y | +641.4% | +323.5% | +317.8% | +142.7% |
| All | +1,291.9% | +477.6% | +814.3% | +264.7% |
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 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