-67.6%
MVST vs VOO
+80.9%
-148.4%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.6% |
| 7D | -4.3% | +0.1% | -4.4% | -4.4% |
| 30D | -18.0% | +0.1% | -18.1% | -17.8% |
| 3M | -49.6% | +2.0% | -51.6% | -50.5% |
| 6M | -68.7% | +13.0% | -81.8% | -73.7% |
| YTD | -75.3% | +13.6% | -88.9% | -79.2% |
| 1Y | -72.7% | +20.1% | -92.8% | -78.5% |
| All | -67.6% | +80.9% | -148.4% | -90.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling