-57.7%
YIBO vs VOO
+61.4%
-119.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | -4.8% | -0.4% | -4.5% | -4.5% |
| 30D | 0.0% | -1.4% | +1.4% | +1.3% |
| 3M | +18.0% | +3.7% | +14.3% | +13.4% |
| 6M | +18.0% | +13.0% | +5.0% | +2.2% |
| YTD | +24.2% | +12.4% | +11.8% | +8.0% |
| 1Y | -21.3% | +18.6% | -39.9% | -35.7% |
| All | -57.7% | +61.4% | -119.1% | -73.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling