+312.2%
VOO vs MSCI
+799.8%
-487.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.2% |
| 7D | +3.3% | -0.7% | +3.9% | +3.5% |
| 30D | -2.7% | +16.2% | -18.9% | -8.1% |
| 3M | -1.7% | +16.1% | -17.9% | -7.3% |
| 6M | +3.1% | +12.9% | -9.8% | -2.6% |
| YTD | +11.9% | +14.8% | -2.9% | +4.2% |
| 1Y | +12.1% | +13.8% | -1.7% | +4.7% |
| 3Y | +78.6% | +31.2% | +47.3% | +53.0% |
| 5Y | +73.8% | +5.6% | +68.2% | +57.7% |
| All | +312.2% | +799.8% | -487.6% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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