+45.3%
NYF vs VOO
+807.8%
-762.5%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | -0.6% | -0.4% | -0.2% | -0.6% |
| 30D | -2.0% | -1.4% | -0.6% | -2.0% |
| 3M | -2.7% | +3.7% | -6.4% | -2.8% |
| 6M | -2.2% | +13.0% | -15.2% | -2.6% |
| YTD | -1.1% | +12.4% | -13.6% | -1.6% |
| 1Y | +1.1% | +18.6% | -17.5% | +0.5% |
| 3Y | +8.2% | +78.1% | -69.8% | +5.9% |
| 5Y | +1.2% | +82.3% | -81.0% | -1.2% |
| 10Y | +15.5% | +322.5% | -307.1% | +10.5% |
| All | +45.3% | +807.8% | -762.5% | +39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling