-57.7%
YIBO vs VOO
+61.8%
-119.5%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.8% |
| 7D | +1.7% | -0.8% | +2.5% | +2.5% |
| 30D | +0.9% | -1.1% | +1.9% | +1.9% |
| 3M | +19.8% | +3.9% | +15.9% | +15.0% |
| 6M | +18.0% | +13.6% | +4.4% | +1.6% |
| YTD | +24.2% | +12.7% | +11.5% | +7.7% |
| 1Y | -25.3% | +17.6% | -42.9% | -38.4% |
| All | -57.7% | +61.8% | -119.5% | -73.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling