+74.7%
JPY vs VOO
+58.6%
+16.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +1.6% |
| 7D | +0.7% | -0.8% | +1.5% | +1.5% |
| 30D | +1.5% | -1.1% | +2.6% | +2.6% |
| 3M | +8.7% | +3.9% | +4.8% | +5.0% |
| 6M | +20.1% | +13.6% | +6.5% | +7.0% |
| YTD | +25.0% | +12.7% | +12.3% | +12.0% |
| 1Y | +27.5% | +17.6% | +9.9% | +10.6% |
| All | +74.7% | +58.6% | +16.1% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling