-39.1%
MYSE vs VOO
+78.5%
-117.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.5% | -2.5% |
| 7D | -18.3% | +2.6% | -20.8% | -20.1% |
| 30D | -30.9% | -2.0% | -28.9% | -29.4% |
| 3M | -59.3% | -2.8% | -56.5% | -58.1% |
| 6M | -37.6% | +2.2% | -39.7% | -38.5% |
| YTD | -39.8% | +11.5% | -51.3% | -44.8% |
| 1Y | -48.8% | +13.5% | -62.2% | -53.5% |
| 3Y | -39.1% | +78.1% | -117.1% | -69.9% |
| All | -39.1% | +78.5% | -117.5% | -69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling