+77.1%
MYI vs VOO
+812.0%
-734.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.4% |
| 7D | -1.0% | +0.5% | -1.6% | -1.1% |
| 30D | -2.6% | -0.9% | -1.7% | -2.5% |
| 3M | -1.0% | +3.9% | -4.9% | -1.7% |
| 6M | -2.3% | +14.5% | -16.8% | -4.7% |
| YTD | +0.6% | +13.0% | -12.3% | -1.7% |
| 1Y | +2.6% | +19.4% | -16.8% | -0.8% |
| 3Y | +21.9% | +78.9% | -57.0% | +9.4% |
| 5Y | -7.9% | +82.3% | -90.2% | -18.1% |
| 10Y | +13.3% | +314.2% | -301.0% | -10.1% |
| All | +77.1% | +812.0% | -734.9% | +38.2% |
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