+30.7%
YJ vs VOO
+21.4%
+9.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.7% |
| 7D | -33.2% | +0.3% | -33.5% | -33.3% |
| 30D | +66.4% | +0.2% | +66.2% | +66.1% |
| 3M | +39.2% | +2.8% | +36.4% | +40.4% |
| 6M | +35.5% | +14.3% | +21.2% | +48.3% |
| YTD | +80.5% | +14.0% | +66.5% | +97.3% |
| All | +30.7% | +21.4% | +9.3% | +44.6% |
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