-50.4%
MVST vs VOO
+78.4%
-128.8%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -4.1% | -5.9% |
| 7D | +7.3% | +0.1% | +7.2% | +8.1% |
| 30D | +6.7% | -3.3% | +10.1% | +14.5% |
| 3M | -31.8% | -2.4% | -29.4% | -27.7% |
| 6M | -71.0% | +2.6% | -73.6% | -71.2% |
| YTD | -77.9% | +11.3% | -89.2% | -80.3% |
| 1Y | -87.5% | +13.4% | -100.9% | -89.1% |
| 3Y | -50.4% | +80.3% | -130.6% | -87.1% |
| All | -50.4% | +78.4% | -128.8% | -87.1% |
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