+5.2%
MYCJ vs VOO
+36.9%
-31.7%
-3.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.2% |
| 7D | -0.8% | -0.8% | 0.0% | -0.8% |
| 30D | -1.1% | -1.1% | 0.0% | -1.0% |
| 3M | -1.1% | +3.9% | -5.0% | -1.4% |
| 6M | -0.9% | +13.6% | -14.6% | -1.7% |
| YTD | -0.7% | +12.7% | -13.4% | -1.4% |
| 1Y | +0.4% | +17.6% | -17.2% | -0.6% |
| All | +5.2% | +36.9% | -31.7% | +3.4% |
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