+83.7%
VOO vs YUM
+19.0%
+64.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.6% |
| 7D | -0.8% | -6.1% | +5.3% | +1.4% |
| 30D | -1.1% | -5.8% | +4.8% | +0.9% |
| 3M | +3.9% | -7.6% | +11.5% | +6.3% |
| 6M | +13.6% | -9.1% | +22.8% | +16.7% |
| YTD | +12.7% | -5.5% | +18.2% | +13.6% |
| 1Y | +17.6% | -3.7% | +21.3% | +17.1% |
| 3Y | +77.3% | +17.8% | +59.5% | +55.8% |
| All | +83.7% | +19.0% | +64.7% | +55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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