-92.2%
MYSE vs VOO
+84.1%
-176.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.0% |
| 7D | -5.3% | -0.8% | -4.5% | -4.5% |
| 30D | +2.3% | -1.1% | +3.4% | +3.5% |
| 3M | +42.0% | +3.9% | +38.1% | +35.1% |
| 6M | +42.8% | +13.6% | +29.1% | +22.6% |
| YTD | +56.1% | +12.7% | +43.4% | +35.7% |
| 1Y | +29.6% | +17.6% | +12.0% | +8.9% |
| 3Y | -48.7% | +77.3% | -126.0% | -74.3% |
| 5Y | -95.8% | +84.1% | -179.9% | -97.3% |
| All | -92.2% | +84.1% | -176.3% | -94.9% |
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 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