+334.8%
YCS vs VOO
+777.9%
-443.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.9% |
| 7D | +1.4% | -2.7% | +4.1% | +1.9% |
| 30D | +1.3% | -5.4% | +6.7% | +2.4% |
| 3M | +1.6% | -4.1% | +5.7% | +2.4% |
| 6M | +6.3% | +0.7% | +5.5% | +6.0% |
| YTD | +8.2% | +8.7% | -0.6% | +6.0% |
| 1Y | +14.6% | +11.0% | +3.6% | +11.7% |
| 3Y | +43.6% | +75.5% | -31.9% | +26.5% |
| 5Y | +172.9% | +68.4% | +104.5% | +141.8% |
| 10Y | +252.2% | +315.7% | -63.5% | +129.5% |
| All | +334.8% | +777.9% | -443.0% | +167.8% |
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