-100.0%
MYSZ vs VOO
+321.7%
-421.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.9% |
| 7D | -18.1% | -2.0% | -16.2% | -16.5% |
| 30D | -36.4% | -1.7% | -34.7% | -35.1% |
| 3M | -48.4% | +4.7% | -53.1% | -50.3% |
| 6M | -60.5% | +12.6% | -73.1% | -64.5% |
| YTD | -68.0% | +11.8% | -79.8% | -71.0% |
| 1Y | -82.9% | +17.5% | -100.5% | -85.2% |
| 3Y | -97.7% | +77.0% | -174.6% | -98.6% |
| 5Y | -99.9% | +82.6% | -182.5% | -99.9% |
| All | -100.0% | +321.7% | -421.7% | -100.0% |
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