+234.5%
YCS vs VOO
+314.4%
-79.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +1.2% |
| 7D | +1.9% | -0.9% | +2.8% | +2.0% |
| 30D | +2.4% | -2.3% | +4.7% | +2.7% |
| 3M | +2.4% | -1.2% | +3.6% | +2.6% |
| 6M | +6.9% | +3.3% | +3.5% | +6.2% |
| YTD | +10.2% | +12.3% | -2.2% | +7.9% |
| 1Y | +14.4% | +12.5% | +1.9% | +12.1% |
| 3Y | +43.0% | +79.2% | -36.2% | +29.8% |
| 5Y | +174.7% | +75.7% | +99.0% | +151.0% |
| 10Y | +234.5% | +313.7% | -79.1% | +102.8% |
| All | +234.5% | +314.4% | -79.9% | +102.8% |
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 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