+114.1%
BY vs VOO
+259.2%
-145.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.2% |
| 7D | +0.8% | -0.6% | +1.4% | +1.3% |
| 30D | +7.2% | -3.6% | +10.8% | +10.6% |
| 3M | +1.2% | -2.7% | +4.0% | +3.5% |
| 6M | +17.8% | +2.2% | +15.6% | +14.7% |
| YTD | +35.0% | +10.9% | +24.1% | +21.8% |
| 1Y | +43.4% | +11.3% | +32.1% | +28.9% |
| 3Y | +108.0% | +76.9% | +31.1% | +22.1% |
| 5Y | +51.1% | +73.5% | -22.4% | -10.5% |
| All | +114.1% | +259.2% | -145.1% | -32.4% |
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