-100.0%
YARW vs VOO
+205.4%
-305.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.7% |
| 7D | -1.4% | -2.0% | +0.6% | +0.4% |
| 30D | -33.8% | -1.7% | -32.1% | -32.7% |
| 3M | +52.9% | +4.7% | +48.2% | +46.2% |
| 6M | +67.4% | +12.6% | +54.8% | +49.3% |
| YTD | +73.7% | +11.8% | +62.0% | +55.6% |
| 1Y | +228.2% | +17.5% | +210.7% | +179.5% |
| 3Y | -75.7% | +77.0% | -152.6% | -85.8% |
| 5Y | -96.4% | +82.6% | -179.0% | -98.0% |
| All | -100.0% | +205.4% | -305.4% | -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 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