+71.3%
JPY vs VOO
+58.2%
+13.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | +0.6% | -0.4% | +0.9% | +0.9% |
| 30D | +1.0% | -1.4% | +2.4% | +2.3% |
| 3M | +7.4% | +3.7% | +3.7% | +3.9% |
| 6M | +17.2% | +13.0% | +4.1% | +4.8% |
| YTD | +22.5% | +12.4% | +10.1% | +10.1% |
| 1Y | +27.2% | +18.6% | +8.6% | +9.6% |
| All | +71.3% | +58.2% | +13.0% | +22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling