-97.6%
MYSZ vs VOO
+77.0%
-174.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -5.5% |
| 7D | -12.6% | -0.4% | -12.2% | -12.1% |
| 30D | -34.7% | -1.4% | -33.4% | -33.4% |
| 3M | -48.7% | +3.7% | -52.4% | -50.4% |
| 6M | -60.9% | +13.0% | -74.0% | -65.6% |
| YTD | -66.9% | +12.4% | -79.3% | -70.6% |
| 1Y | -82.5% | +18.6% | -101.1% | -85.3% |
| All | -97.6% | +77.0% | -174.6% | -98.9% |
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