-52.4%
YELP vs VOO
+75.9%
-128.3%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.8% |
| 7D | -5.4% | -2.0% | -3.4% | -3.9% |
| 30D | -11.3% | -1.7% | -9.6% | -10.1% |
| 3M | -13.7% | +4.7% | -18.5% | -17.1% |
| 6M | -13.2% | +12.6% | -25.8% | -21.9% |
| YTD | -31.1% | +11.8% | -42.8% | -37.6% |
| 1Y | -32.9% | +17.5% | -50.4% | -41.9% |
| All | -52.4% | +75.9% | -128.3% | -74.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling