-57.3%
YHGJ vs VOO
+18.2%
-75.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | +0.5% |
| 7D | -8.0% | -0.8% | -7.2% | -8.4% |
| 30D | -23.4% | -1.1% | -22.3% | -23.9% |
| 3M | -26.2% | +3.9% | -30.1% | -24.4% |
| 6M | -12.0% | +13.6% | -25.6% | -4.2% |
| YTD | -27.0% | +12.7% | -39.7% | -22.5% |
| 1Y | -57.3% | +17.6% | -74.8% | -39.6% |
| All | -57.3% | +18.2% | -75.5% | -39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling