+17.5%
VOO vs MSTZ
-12.4%
+29.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.6% | -7.2% | -0.3% |
| 7D | -2.0% | +24.8% | -26.8% | -1.1% |
| 30D | -1.7% | -59.2% | +57.6% | -4.4% |
| 3M | +4.7% | -56.9% | +61.6% | +3.2% |
| 6M | +12.6% | -57.6% | +70.1% | +11.9% |
| YTD | +11.8% | -73.6% | +85.3% | +11.1% |
| 1Y | +17.5% | -15.6% | +33.1% | +25.7% |
| All | +17.5% | -12.4% | +29.9% | +25.7% |
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