+593.5%
MYE vs VOO
+812.0%
-218.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.9% |
| 7D | +2.2% | +0.5% | +1.6% | +1.5% |
| 30D | -7.2% | -0.9% | -6.3% | -6.3% |
| 3M | +30.2% | +3.9% | +26.3% | +24.6% |
| 6M | +49.6% | +14.5% | +35.0% | +28.3% |
| YTD | +72.3% | +13.0% | +59.3% | +50.3% |
| 1Y | +104.1% | +19.4% | +84.7% | +67.3% |
| 3Y | +97.8% | +78.9% | +19.0% | +2.8% |
| 5Y | +71.7% | +82.3% | -10.5% | -14.6% |
| 10Y | +202.3% | +314.2% | -111.9% | -45.7% |
| All | +593.5% | +812.0% | -218.5% | -67.7% |
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