+199.5%
MYE vs VOO
+325.3%
-125.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.5% |
| 7D | -5.7% | -0.8% | -4.9% | -4.9% |
| 30D | -8.5% | -1.1% | -7.4% | -7.5% |
| 3M | +14.0% | +3.9% | +10.1% | +9.4% |
| 6M | +42.8% | +13.6% | +29.2% | +24.9% |
| YTD | +62.2% | +12.7% | +49.5% | +43.2% |
| 1Y | +88.6% | +17.6% | +71.0% | +59.5% |
| 3Y | +86.9% | +77.3% | +9.5% | +3.4% |
| 5Y | +65.4% | +84.1% | -18.7% | -13.5% |
| All | +199.5% | +325.3% | -125.8% | -49.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling