+827.8%
VOO vs MSI
+1,754.9%
-927.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | 0.0% |
| 7D | +0.1% | -3.7% | +3.8% | +1.6% |
| 30D | +0.1% | +6.8% | -6.8% | -3.0% |
| 3M | +2.0% | +14.3% | -12.3% | -4.0% |
| 6M | +13.0% | -1.6% | +14.6% | +12.6% |
| YTD | +13.6% | +22.8% | -9.2% | +2.4% |
| 1Y | +20.1% | -1.1% | +21.2% | +18.6% |
| 3Y | +77.6% | +70.5% | +7.1% | +35.6% |
| 5Y | +82.4% | +102.8% | -20.4% | +27.2% |
| 10Y | +316.8% | +597.4% | -280.6% | +70.6% |
| All | +827.8% | +1,754.9% | -927.1% | +149.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling