+21.9%
MUST vs VOO
+203.3%
-181.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -1.9% | +0.1% | -1.9% | -1.9% |
| 3M | -2.8% | +2.0% | -4.8% | -2.9% |
| 6M | -2.8% | +13.0% | -15.8% | -3.5% |
| YTD | -1.2% | +13.6% | -14.8% | -2.0% |
| 1Y | +2.6% | +20.1% | -17.5% | +1.5% |
| 3Y | +9.1% | +77.6% | -68.4% | +5.6% |
| 5Y | +0.7% | +82.4% | -81.8% | -3.0% |
| All | +21.9% | +203.3% | -181.4% | +13.2% |
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