+74.9%
BY vs VOO
+83.3%
-8.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | -1.7% | +0.1% | -1.8% | -1.8% |
| 3M | +16.4% | +2.0% | +14.4% | +14.2% |
| 6M | +22.6% | +13.0% | +9.6% | +10.3% |
| YTD | +34.7% | +13.6% | +21.2% | +20.7% |
| 1Y | +35.1% | +20.1% | +15.0% | +15.3% |
| 3Y | +86.8% | +77.6% | +9.2% | +16.9% |
| All | +74.9% | +83.3% | -8.4% | +6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling