+16.3%
MYFW vs VOO
+80.3%
-64.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.3% |
| 7D | -1.4% | -2.0% | +0.6% | +0.2% |
| 30D | -0.8% | -1.7% | +0.9% | +0.5% |
| 3M | +5.8% | +4.7% | +1.1% | +1.9% |
| 6M | +26.6% | +12.6% | +14.1% | +15.0% |
| YTD | +15.6% | +11.8% | +3.9% | +5.5% |
| 1Y | +33.3% | +17.5% | +15.7% | +16.9% |
| 3Y | +58.2% | +77.0% | -18.8% | +1.9% |
| 5Y | +16.3% | +82.6% | -66.3% | -27.9% |
| All | +16.3% | +80.3% | -64.0% | -27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling