+249.2%
CYD vs VOO
+77.4%
+171.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -23.1% |
| 3M | -23.8% | +3.9% | -27.7% | -25.5% |
| 6M | -16.0% | +13.6% | -29.7% | -21.7% |
| YTD | +2.9% | +12.7% | -9.8% | -3.8% |
| 1Y | -3.5% | +17.6% | -21.1% | -11.3% |
| 3Y | +249.2% | +77.3% | +171.9% | +169.5% |
| All | +249.2% | +77.4% | +171.8% | +169.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling