-99.8%
YAAS vs VOO
+32.1%
-131.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -3.7% |
| 7D | -4.7% | +0.1% | -4.8% | -5.1% |
| 30D | -30.6% | -3.3% | -27.2% | -26.1% |
| 3M | -71.8% | -2.4% | -69.4% | -70.4% |
| 6M | -21.9% | +2.6% | -24.5% | -24.8% |
| YTD | -53.1% | +11.3% | -64.4% | -58.0% |
| 1Y | -54.5% | +13.4% | -68.0% | -60.0% |
| All | -99.8% | +32.1% | -131.8% | -99.8% |
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