-70.1%
YDES vs VOO
+20.4%
-90.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +2.6% |
| 7D | +13.0% | -0.8% | +13.8% | +12.9% |
| 30D | +53.8% | -1.1% | +54.9% | +53.7% |
| 3M | +23.1% | +3.9% | +19.2% | +22.4% |
| 6M | -48.1% | +13.6% | -61.7% | -46.5% |
| YTD | -67.2% | +12.7% | -79.9% | -66.0% |
| 1Y | -80.5% | +17.6% | -98.1% | -68.7% |
| All | -70.1% | +20.4% | -90.5% | -5.8% |
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