-87.1%
YHGJ vs VOO
+82.8%
-170.0%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -8.0% | -0.8% | -7.2% | -7.9% |
| 30D | -23.4% | -1.1% | -22.3% | -23.3% |
| 3M | -26.2% | +3.9% | -30.1% | -26.7% |
| 6M | -12.0% | +13.6% | -25.6% | -13.8% |
| YTD | -27.0% | +12.7% | -39.7% | -28.4% |
| 1Y | -57.3% | +17.6% | -74.8% | -58.5% |
| 3Y | -83.8% | +77.3% | -161.2% | -87.2% |
| All | -87.1% | +82.8% | -170.0% | -88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling