+12.5%
VOO vs MSI
+37.5%
-25.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.3% |
| 7D | -0.9% | +7.7% | -8.6% | -1.0% |
| 30D | -2.3% | +19.9% | -22.3% | -2.8% |
| 3M | -1.2% | +14.9% | -16.1% | -1.5% |
| 6M | +3.3% | +37.2% | -33.9% | +2.3% |
| YTD | +12.3% | +40.8% | -28.5% | +9.8% |
| 1Y | +12.5% | +38.1% | -25.6% | +13.4% |
| All | +12.5% | +37.5% | -25.0% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1y: compounded portfolio wealth divided by compounded MSI 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…
1y analysis · Full analysis span regression · 6 months rolling