+20.3%
MUST vs VOO
+198.5%
-178.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.0% |
| 7D | -1.4% | -2.0% | +0.6% | -1.3% |
| 30D | -3.3% | -1.7% | -1.6% | -3.2% |
| 3M | -3.9% | +4.7% | -8.7% | -4.2% |
| 6M | -4.0% | +12.6% | -16.5% | -4.6% |
| YTD | -2.6% | +11.8% | -14.3% | -3.2% |
| 1Y | -0.4% | +17.5% | -18.0% | -1.3% |
| 3Y | +8.0% | +77.0% | -69.0% | +4.5% |
| 5Y | -0.6% | +82.6% | -83.2% | -4.2% |
| All | +20.3% | +198.5% | -178.2% | +11.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling