+310.0%
VOO vs MS
+614.4%
-304.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.1% | -0.8% | +1.0% |
| 7D | +0.1% | +0.7% | -0.7% | -0.3% |
| 30D | -3.3% | -0.9% | -2.4% | -3.0% |
| 3M | -2.4% | -13.0% | +10.6% | +3.3% |
| 6M | +2.6% | -2.0% | +4.6% | +2.7% |
| YTD | +11.3% | +7.8% | +3.5% | +6.1% |
| 1Y | +13.4% | +17.9% | -4.4% | +3.9% |
| 3Y | +80.3% | +174.8% | -94.5% | +10.4% |
| 5Y | +72.7% | +119.9% | -47.1% | +14.6% |
| 10Y | +310.0% | +578.8% | -268.8% | +67.3% |
| All | +310.0% | +614.4% | -304.4% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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