-93.6%
MVST vs VOO
+203.3%
-296.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.5% | -7.9% | -7.9% |
| 7D | -9.9% | -0.4% | -9.6% | -9.6% |
| 30D | -28.6% | -1.4% | -27.2% | -27.5% |
| 3M | -44.7% | +3.7% | -48.4% | -46.0% |
| 6M | -70.2% | +13.0% | -83.3% | -72.8% |
| YTD | -77.7% | +12.4% | -90.1% | -79.4% |
| 1Y | -77.8% | +18.6% | -96.4% | -80.3% |
| 3Y | -70.4% | +78.1% | -148.4% | -80.4% |
| 5Y | -94.7% | +82.3% | -177.0% | -96.5% |
| All | -93.6% | +203.3% | -296.9% | -96.0% |
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