+102.8%
VOO vs MSFU
+70.7%
+32.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | -0.4% | -2.3% | +2.0% | +0.1% |
| 30D | -1.4% | -6.3% | +4.9% | -0.3% |
| 3M | +3.7% | +40.0% | -36.2% | -4.4% |
| 6M | +13.0% | +30.1% | -17.1% | +4.6% |
| YTD | +12.4% | -10.3% | +22.8% | +12.7% |
| 1Y | +18.6% | -19.0% | +37.6% | +21.5% |
| 3Y | +78.1% | +25.8% | +52.3% | +53.0% |
| All | +102.8% | +70.7% | +32.1% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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