+13.5%
VOO vs MSI
+37.5%
-24.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | +2.6% | +3.2% | -0.7% | +2.5% |
| 30D | -2.0% | +17.6% | -19.6% | -2.3% |
| 3M | -2.8% | +14.5% | -17.3% | -3.0% |
| 6M | +2.2% | +34.3% | -32.1% | +1.4% |
| YTD | +11.5% | +39.7% | -28.2% | +10.2% |
| 1Y | +13.5% | +40.2% | -26.7% | +14.5% |
| All | +13.5% | +37.5% | -24.0% | +14.5% |
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