-95.4%
YHGJ vs VOO
+810.0%
-905.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | -8.0% | -0.8% | -7.2% | -7.8% |
| 30D | -23.4% | -1.1% | -22.3% | -23.3% |
| 3M | -26.2% | +3.9% | -30.1% | -26.8% |
| 6M | -12.0% | +13.6% | -25.6% | -14.2% |
| YTD | -27.0% | +12.7% | -39.7% | -28.7% |
| 1Y | -57.3% | +17.6% | -74.8% | -58.8% |
| 3Y | -83.8% | +77.3% | -161.2% | -86.2% |
| 5Y | -87.3% | +84.1% | -171.4% | -89.3% |
| 10Y | -95.7% | +323.5% | -419.3% | -96.9% |
| All | -95.4% | +810.0% | -905.4% | -97.1% |
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