+82.3%
VOO vs MSI
+100.4%
-18.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | +0.5% | -5.8% | +6.3% | +2.7% |
| 30D | -0.9% | -1.0% | 0.0% | -0.7% |
| 3M | +3.9% | +14.2% | -10.3% | -1.7% |
| 6M | +14.5% | +1.0% | +13.5% | +13.2% |
| YTD | +13.0% | +21.5% | -8.5% | +2.6% |
| 1Y | +19.4% | -2.1% | +21.6% | +19.4% |
| 3Y | +78.9% | +69.3% | +9.5% | +32.8% |
| 5Y | +82.3% | +99.3% | -17.0% | +20.5% |
| All | +82.3% | +100.4% | -18.2% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling