+39.6%
VOO vs MSTZ
-99.1%
+138.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.8% | +4.6% | +0.7% |
| 7D | -0.8% | +17.0% | -17.8% | 0.0% |
| 30D | -1.1% | -61.8% | +60.7% | -4.3% |
| 3M | +3.9% | -54.6% | +58.5% | +2.3% |
| 6M | +13.6% | -59.3% | +72.9% | +12.7% |
| YTD | +12.7% | -74.6% | +87.3% | +11.8% |
| 1Y | +17.6% | -18.8% | +36.4% | +24.7% |
| All | +39.6% | -99.1% | +138.7% | +36.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling