+132.0%
YALL vs VOO
+125.3%
+6.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.5% |
| 7D | +0.2% | +0.5% | -0.4% | -0.3% |
| 30D | -0.1% | -0.9% | +0.8% | +0.8% |
| 3M | +3.9% | +3.9% | 0.0% | 0.0% |
| 6M | +0.5% | +14.5% | -14.0% | -12.6% |
| YTD | +2.1% | +13.0% | -10.8% | -9.9% |
| 1Y | +2.7% | +19.4% | -16.7% | -14.4% |
| 3Y | +70.4% | +78.9% | -8.5% | -6.3% |
| All | +132.0% | +125.3% | +6.7% | +2.0% |
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