+62.2%
YOU vs VOO
+90.0%
-27.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.3% |
| 7D | +2.5% | +2.6% | -0.1% | -1.2% |
| 30D | +29.1% | -2.0% | +31.1% | +32.8% |
| 3M | +25.7% | -2.8% | +28.5% | +30.5% |
| 6M | +3.7% | +2.2% | +1.5% | -0.3% |
| YTD | +65.4% | +11.5% | +53.8% | +40.4% |
| 1Y | +53.0% | +13.5% | +39.6% | +26.2% |
| 3Y | +230.2% | +78.1% | +152.1% | +25.9% |
| 5Y | +41.9% | +73.1% | -31.2% | -38.4% |
| All | +62.2% | +90.0% | -27.8% | -39.2% |
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