+317.4%
YCS vs VOO
+817.1%
-499.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -4.7% | +0.1% | -4.8% | -4.7% |
| 30D | -1.5% | +0.1% | -1.6% | -1.5% |
| 3M | -3.1% | +2.0% | -5.1% | -3.6% |
| 6M | +2.1% | +13.0% | -10.9% | -0.7% |
| YTD | +3.8% | +13.6% | -9.8% | +0.8% |
| 1Y | +18.6% | +20.1% | -1.5% | +13.8% |
| 3Y | +48.6% | +77.6% | -29.0% | +30.6% |
| 5Y | +179.0% | +82.4% | +96.5% | +142.5% |
| 10Y | +230.7% | +316.8% | -86.2% | +116.4% |
| All | +317.4% | +817.1% | -499.7% | +154.9% |
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