+822.4%
NYT vs VOO
+810.0%
+12.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.3% |
| 7D | -0.6% | -0.8% | +0.2% | +0.1% |
| 30D | +4.6% | -1.1% | +5.7% | +5.6% |
| 3M | -9.6% | +3.9% | -13.5% | -13.0% |
| 6M | -14.0% | +13.6% | -27.6% | -24.2% |
| YTD | -2.8% | +12.7% | -15.6% | -13.9% |
| 1Y | +15.6% | +17.6% | -2.0% | -1.9% |
| 3Y | +56.3% | +77.3% | -21.0% | -12.7% |
| 5Y | +39.5% | +84.1% | -44.6% | -25.6% |
| 10Y | +488.0% | +323.5% | +164.5% | +9.3% |
| All | +822.4% | +810.0% | +12.4% | -47.8% |
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