-100.0%
YARW vs VOO
+208.0%
-308.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.9% | -5.8% |
| 7D | -10.6% | -0.8% | -9.8% | -10.0% |
| 30D | -36.8% | -1.1% | -35.8% | -36.2% |
| 3M | +43.9% | +3.9% | +40.0% | +38.6% |
| 6M | +59.5% | +13.6% | +45.9% | +41.0% |
| YTD | +65.0% | +12.7% | +52.3% | +46.6% |
| 1Y | +202.9% | +17.6% | +185.3% | +157.7% |
| 3Y | -76.8% | +77.3% | -154.1% | -86.4% |
| 5Y | -96.6% | +84.1% | -180.7% | -98.1% |
| All | -100.0% | +208.0% | -308.0% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling