-98.4%
MYSE vs VOO
+72.6%
-171.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.5% | -2.4% |
| 7D | -18.3% | +2.6% | -20.8% | -20.8% |
| 30D | -30.9% | -2.0% | -28.9% | -28.9% |
| 3M | -59.3% | -2.8% | -56.5% | -57.8% |
| 6M | -37.6% | +2.2% | -39.7% | -39.2% |
| YTD | -39.8% | +11.5% | -51.3% | -47.2% |
| 1Y | -48.8% | +13.5% | -62.2% | -55.8% |
| 3Y | -39.1% | +78.1% | -117.1% | -71.2% |
| All | -98.4% | +72.6% | -171.0% | -99.1% |
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