+448.1%
CYD vs VOO
+325.3%
+122.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.8% |
| 7D | -4.3% | -0.8% | -3.5% | -3.8% |
| 30D | -23.7% | -1.1% | -22.6% | -23.0% |
| 3M | -23.8% | +3.9% | -27.7% | -25.6% |
| 6M | -16.0% | +13.6% | -29.7% | -22.4% |
| YTD | +2.9% | +12.7% | -9.8% | -4.6% |
| 1Y | -3.5% | +17.6% | -21.1% | -12.7% |
| 3Y | +249.2% | +77.3% | +171.9% | +138.6% |
| 5Y | +195.6% | +84.1% | +111.5% | +95.1% |
| All | +448.1% | +325.3% | +122.8% | +70.6% |
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