+413.7%
CYD vs VOO
+807.8%
-394.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.9% |
| 7D | -1.5% | -0.4% | -1.1% | -1.2% |
| 30D | -19.3% | -1.4% | -18.0% | -18.3% |
| 3M | -29.0% | +3.7% | -32.7% | -30.9% |
| 6M | -8.1% | +13.0% | -21.2% | -16.5% |
| YTD | +7.0% | +12.4% | -5.5% | -2.6% |
| 1Y | +8.0% | +18.6% | -10.6% | -5.5% |
| 3Y | +264.0% | +78.1% | +185.9% | +122.0% |
| 5Y | +208.3% | +82.3% | +126.1% | +81.7% |
| 10Y | +471.3% | +322.5% | +148.7% | +32.2% |
| All | +413.7% | +807.8% | -394.1% | -63.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling