-27.9%
HY vs VOO
+82.8%
-110.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -2.3% |
| 7D | -6.0% | -0.8% | -5.2% | -5.1% |
| 30D | -0.8% | -1.1% | +0.3% | +0.5% |
| 3M | -3.9% | +3.9% | -7.8% | -7.8% |
| 6M | +6.0% | +13.6% | -7.7% | -8.0% |
| YTD | +16.6% | +12.7% | +3.9% | +2.5% |
| 1Y | -5.1% | +17.6% | -22.7% | -20.4% |
| 3Y | -15.4% | +77.3% | -92.7% | -54.7% |
| All | -27.9% | +82.8% | -110.8% | -64.5% |
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