+58.3%
YOU vs VOO
+85.2%
-27.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.6% |
| 7D | +21.4% | -2.7% | +24.1% | +26.4% |
| 30D | +31.1% | -5.4% | +36.4% | +41.7% |
| 3M | +5.6% | -4.1% | +9.7% | +11.9% |
| 6M | -7.8% | +0.7% | -8.6% | -9.6% |
| YTD | +61.3% | +8.7% | +52.6% | +42.2% |
| 1Y | +77.4% | +11.0% | +66.4% | +51.2% |
| 3Y | +256.9% | +75.5% | +181.5% | +38.7% |
| 5Y | +27.3% | +68.4% | -41.0% | -42.3% |
| All | +58.3% | +85.2% | -27.0% | -38.5% |
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