-16.7%
YELP vs VOO
+616.3%
-633.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.8% |
| 7D | -8.7% | -0.4% | -8.3% | -8.3% |
| 30D | -16.6% | -1.4% | -15.2% | -15.1% |
| 3M | -13.8% | +3.7% | -17.5% | -18.2% |
| 6M | -15.5% | +13.0% | -28.5% | -28.7% |
| YTD | -32.6% | +12.4% | -45.1% | -42.8% |
| 1Y | -35.4% | +18.6% | -54.0% | -48.8% |
| 3Y | -53.1% | +78.1% | -131.2% | -78.7% |
| 5Y | -43.7% | +82.3% | -126.0% | -75.1% |
| 10Y | -45.3% | +322.5% | -367.8% | -92.3% |
| All | -16.7% | +616.3% | -633.0% | -94.2% |
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