+78.9%
VOO vs MSFU
+29.4%
+49.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.8% | -0.2% |
| 7D | +0.5% | -3.2% | +3.7% | +1.0% |
| 30D | -0.9% | -3.1% | +2.2% | -0.5% |
| 3M | +3.9% | +35.3% | -31.4% | -2.3% |
| 6M | +14.5% | +31.6% | -17.0% | +7.1% |
| YTD | +13.0% | -9.5% | +22.5% | +13.7% |
| 1Y | +19.4% | -18.4% | +37.8% | +22.8% |
| 3Y | +78.9% | +26.9% | +51.9% | +55.2% |
| All | +78.9% | +29.4% | +49.5% | +55.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling