+788.1%
VOO vs MSCI
+2,109.7%
-1,321.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +1.1% |
| 7D | -2.7% | +2.8% | -5.5% | -3.7% |
| 30D | -5.4% | +15.4% | -20.8% | -10.4% |
| 3M | -4.1% | +13.4% | -17.5% | -8.7% |
| 6M | +0.7% | +10.9% | -10.2% | -4.1% |
| YTD | +8.7% | +13.0% | -4.2% | +2.0% |
| 1Y | +11.0% | +12.0% | -1.1% | +4.3% |
| 3Y | +75.5% | +34.1% | +41.4% | +49.7% |
| 5Y | +68.4% | +3.9% | +64.5% | +54.2% |
| 10Y | +315.7% | +802.0% | -486.3% | +61.6% |
| All | +788.1% | +2,109.7% | -1,321.6% | +139.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling