+22.0%
YOU vs VOO
+91.6%
-69.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.4% |
| 7D | -2.0% | -0.4% | -1.6% | -1.4% |
| 30D | -15.7% | -1.4% | -14.3% | -14.0% |
| 3M | -18.6% | +3.7% | -22.3% | -23.1% |
| 6M | -5.6% | +13.0% | -18.7% | -21.4% |
| YTD | +24.4% | +12.4% | +11.9% | +4.6% |
| 1Y | +19.8% | +18.6% | +1.2% | -7.3% |
| 3Y | +125.5% | +78.1% | +47.4% | -13.3% |
| 5Y | +7.5% | +82.3% | -74.8% | -57.5% |
| All | +22.0% | +91.6% | -69.6% | -54.7% |
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