-85.3%
YCL vs VOO
+817.1%
-902.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.9% |
| 7D | +5.0% | +0.1% | +4.9% | +5.0% |
| 30D | +1.9% | +0.1% | +1.8% | +1.9% |
| 3M | +3.7% | +2.0% | +1.7% | +4.1% |
| 6M | -1.3% | +13.0% | -14.3% | +1.0% |
| YTD | -2.4% | +13.6% | -15.9% | 0.0% |
| 1Y | -14.1% | +20.1% | -34.2% | -11.0% |
| 3Y | -29.2% | +77.6% | -106.8% | -20.4% |
| 5Y | -64.5% | +82.4% | -146.9% | -59.9% |
| 10Y | -74.0% | +316.8% | -390.9% | -61.7% |
| All | -85.3% | +817.1% | -902.4% | -76.5% |
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