+102.6%
VOO vs MSFU
+85.8%
+16.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.8% | +6.0% | +2.2% |
| 7D | -0.9% | -12.7% | +11.8% | +1.6% |
| 30D | -2.3% | -9.0% | +6.7% | -0.9% |
| 3M | -1.2% | +2.9% | -4.1% | -2.3% |
| 6M | +3.3% | +43.5% | -40.2% | -6.0% |
| YTD | +12.3% | -2.4% | +14.7% | +10.2% |
| 1Y | +12.5% | -13.5% | +26.0% | +13.8% |
| 3Y | +79.2% | +19.2% | +60.0% | +57.4% |
| All | +102.6% | +85.8% | +16.8% | +52.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling