-93.7%
MVST vs VOO
+200.2%
-293.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -4.1% | -4.0% |
| 7D | +7.3% | +0.1% | +7.2% | +7.8% |
| 30D | +6.7% | -3.3% | +10.1% | +11.0% |
| 3M | -31.8% | -2.4% | -29.4% | -29.5% |
| 6M | -71.0% | +2.6% | -73.6% | -71.0% |
| YTD | -77.9% | +11.3% | -89.2% | -79.3% |
| 1Y | -87.5% | +13.4% | -100.9% | -88.4% |
| 3Y | -50.4% | +80.3% | -130.6% | -67.1% |
| 5Y | -93.4% | +72.7% | -166.1% | -95.6% |
| All | -93.7% | +200.2% | -293.8% | -95.9% |
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