+127.9%
YALL vs VOO
+122.9%
+5.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | -3.6% | -2.0% | -1.6% | -1.6% |
| 30D | -2.1% | -1.7% | -0.5% | -0.5% |
| 3M | +3.4% | +4.7% | -1.3% | -1.3% |
| 6M | -0.9% | +12.6% | -13.4% | -12.2% |
| YTD | +0.3% | +11.8% | -11.5% | -10.6% |
| 1Y | +0.2% | +17.5% | -17.3% | -15.1% |
| 3Y | +67.4% | +77.0% | -9.6% | -7.0% |
| All | +127.9% | +122.9% | +5.0% | +1.2% |
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