+79.4%
VOO vs MS
+177.8%
-98.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.7% |
| 7D | -0.9% | -1.7% | +0.8% | -0.3% |
| 30D | -2.3% | +0.9% | -3.3% | -2.7% |
| 3M | -1.2% | -10.8% | +9.7% | +2.7% |
| 6M | +3.3% | +0.9% | +2.4% | +2.3% |
| YTD | +12.3% | +9.8% | +2.5% | +7.2% |
| 1Y | +12.5% | +17.1% | -4.6% | +4.6% |
| All | +79.4% | +177.8% | -98.5% | +28.0% |
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