+55.1%
YOU vs VOO
+12.0%
+43.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.5% |
| 7D | +16.7% | -0.6% | +17.3% | +17.7% |
| 30D | +28.3% | -3.6% | +32.0% | +31.9% |
| 3M | +9.2% | -2.7% | +12.0% | +11.5% |
| 6M | -1.3% | +2.2% | -3.5% | -2.9% |
| YTD | +61.1% | +10.9% | +50.2% | +48.4% |
| 1Y | +55.1% | +11.3% | +43.7% | +41.9% |
| All | +55.1% | +12.0% | +43.1% | +41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling