-86.0%
YCL vs VOO
+800.4%
-886.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | -0.1% |
| 7D | -1.6% | +2.6% | -4.2% | -1.1% |
| 30D | -2.0% | -2.0% | 0.0% | -2.3% |
| 3M | -1.2% | -2.8% | +1.5% | -1.7% |
| 6M | -4.2% | +2.2% | -6.4% | -3.8% |
| YTD | -7.2% | +11.5% | -18.7% | -5.2% |
| 1Y | -10.4% | +13.5% | -23.9% | -8.2% |
| 3Y | -26.5% | +78.1% | -104.6% | -17.3% |
| 5Y | -63.5% | +73.1% | -136.6% | -59.3% |
| 10Y | -73.6% | +310.7% | -384.3% | -61.1% |
| All | -86.0% | +800.4% | -886.5% | -77.8% |
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