+244.2%
YARW vs VOO
+20.9%
+223.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.1% | +4.8% |
| 7D | -18.4% | +0.1% | -18.5% | -18.4% |
| 30D | -19.9% | +0.1% | -19.9% | -19.9% |
| 3M | +61.0% | +2.0% | +58.9% | +60.2% |
| 6M | +80.5% | +13.0% | +67.5% | +74.0% |
| YTD | +84.6% | +13.6% | +71.0% | +78.2% |
| 1Y | +244.2% | +20.1% | +224.1% | +193.0% |
| All | +244.2% | +20.9% | +223.3% | +193.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling