+47.5%
MYLD vs VOO
+68.1%
-20.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | -1.8% | -0.4% | -1.4% | -1.4% |
| 30D | -1.6% | -1.4% | -0.2% | -0.4% |
| 3M | +7.3% | +3.7% | +3.5% | +3.7% |
| 6M | +17.9% | +13.0% | +4.8% | +5.2% |
| YTD | +24.8% | +12.4% | +12.4% | +12.0% |
| 1Y | +30.6% | +18.6% | +12.0% | +11.4% |
| All | +47.5% | +68.1% | -20.6% | -6.6% |
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