-99.9%
YCBD vs VOO
+81.4%
-181.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.2% |
| 7D | -1.6% | -0.4% | -1.2% | -1.4% |
| 30D | -13.1% | -1.4% | -11.7% | -12.1% |
| 3M | -31.2% | +3.7% | -34.9% | -33.3% |
| 6M | -33.5% | +13.0% | -46.6% | -39.7% |
| YTD | -63.6% | +12.4% | -76.0% | -66.9% |
| 1Y | -31.4% | +18.6% | -50.0% | -40.6% |
| 3Y | -95.2% | +78.1% | -173.3% | -97.0% |
| All | -99.9% | +81.4% | -181.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling