+23.7%
HY vs VOO
+575.0%
-551.3%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.5% |
| 7D | +8.7% | +0.5% | +8.2% | +8.0% |
| 30D | -2.7% | -0.9% | -1.8% | -1.5% |
| 3M | +2.9% | +3.9% | -1.0% | -1.6% |
| 6M | +9.0% | +14.5% | -5.5% | -7.7% |
| YTD | +23.8% | +13.0% | +10.9% | +7.1% |
| 1Y | -0.8% | +19.4% | -20.2% | -20.0% |
| 3Y | -10.8% | +78.9% | -89.7% | -56.9% |
| 5Y | -25.1% | +82.3% | -107.4% | -64.8% |
| 10Y | -11.0% | +314.2% | -325.3% | -85.0% |
| All | +23.7% | +575.0% | -551.3% | -89.0% |
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