+75.5%
VOO vs MS
+157.8%
-82.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | -2.7% | -1.6% | -1.2% | -2.1% |
| 30D | -5.4% | -3.8% | -1.6% | -4.1% |
| 3M | -4.1% | -14.6% | +10.5% | +1.3% |
| 6M | +0.7% | -5.1% | +5.8% | +1.9% |
| YTD | +8.7% | +4.5% | +4.2% | +5.6% |
| 1Y | +11.0% | +13.5% | -2.6% | +4.3% |
| 3Y | +75.5% | +160.4% | -84.9% | +26.7% |
| All | +75.5% | +157.8% | -82.4% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling