+11.7%
VOO vs MS
+16.8%
-5.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.1% | -0.8% | +1.4% |
| 7D | +0.1% | +0.7% | -0.7% | -0.1% |
| 30D | -3.3% | -0.9% | -2.4% | -3.0% |
| 3M | -2.4% | -13.0% | +10.6% | +1.5% |
| 6M | +2.6% | -2.0% | +4.6% | +2.6% |
| YTD | +11.3% | +7.8% | +3.5% | +7.2% |
| All | +11.7% | +16.8% | -5.1% | +4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling