+115.9%
BY vs VOO
+263.8%
-147.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | -0.3% |
| 7D | +0.2% | -0.9% | +1.1% | +0.9% |
| 30D | +6.7% | -2.3% | +9.1% | +8.8% |
| 3M | +1.2% | -1.2% | +2.4% | +2.1% |
| 6M | +20.9% | +3.3% | +17.5% | +16.6% |
| YTD | +36.2% | +12.3% | +23.8% | +21.5% |
| 1Y | +44.5% | +12.5% | +32.0% | +28.6% |
| 3Y | +109.8% | +79.2% | +30.6% | +21.7% |
| 5Y | +53.6% | +75.7% | -22.1% | -10.0% |
| All | +115.9% | +263.8% | -147.9% | -32.6% |
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