-99.6%
YJ vs VOO
+191.1%
-290.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.5% | +4.4% |
| 7D | -6.2% | -0.4% | -5.8% | -6.0% |
| 30D | -24.4% | -1.4% | -23.1% | -23.6% |
| 3M | +14.0% | +3.7% | +10.2% | +12.1% |
| 6M | +31.6% | +13.0% | +18.6% | +22.6% |
| YTD | +72.9% | +12.4% | +60.4% | +61.1% |
| 1Y | +14.6% | +18.6% | -4.0% | +3.5% |
| 3Y | -10.8% | +78.1% | -88.9% | -38.6% |
| 5Y | -93.5% | +82.3% | -175.8% | -95.7% |
| All | -99.6% | +191.1% | -290.8% | -99.8% |
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