+812.9%
VOO vs NYT
+802.8%
+10.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.0% | -0.7% | -1.2% | -1.8% |
| 30D | -1.7% | +4.5% | -6.1% | -2.7% |
| 3M | +4.7% | -8.5% | +13.3% | +6.4% |
| 6M | +12.6% | -15.1% | +27.6% | +16.0% |
| YTD | +11.8% | -3.3% | +15.1% | +11.4% |
| 1Y | +17.5% | +17.0% | +0.5% | +11.6% |
| 3Y | +77.0% | +55.7% | +21.3% | +54.3% |
| 5Y | +82.6% | +38.9% | +43.7% | +59.9% |
| 10Y | +320.0% | +485.3% | -165.3% | +151.7% |
| All | +812.9% | +802.8% | +10.1% | +357.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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