+14.8%
VOO vs MSTZ
-63.1%
+77.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.6% | +11.2% | +1.2% |
| 7D | -0.7% | +0.7% | -1.5% | -0.6% |
| 30D | -1.1% | +16.6% | -17.7% | -0.1% |
| 3M | -0.3% | -74.7% | +74.3% | -3.9% |
| 6M | +7.4% | -43.9% | +51.3% | +8.5% |
| YTD | +13.4% | -84.0% | +97.4% | +11.2% |
| 1Y | +14.8% | -65.1% | +79.9% | +15.9% |
| All | +14.8% | -63.1% | +77.9% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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