-100.0%
YCBD vs VOO
+240.8%
-340.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | 0.0% |
| 7D | +1.3% | -0.8% | +2.0% | +2.0% |
| 30D | -19.4% | -1.1% | -18.3% | -18.6% |
| 3M | -30.9% | +3.9% | -34.8% | -33.6% |
| 6M | -31.3% | +13.6% | -45.0% | -39.2% |
| YTD | -64.3% | +12.7% | -77.0% | -68.2% |
| 1Y | -31.0% | +17.6% | -48.6% | -41.4% |
| 3Y | -95.7% | +77.3% | -173.0% | -97.6% |
| 5Y | -99.9% | +84.1% | -184.1% | -100.0% |
| All | -100.0% | +240.8% | -340.8% | -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