+72.2%
YLD vs VOO
+337.4%
-265.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.0% | +2.6% | -3.6% | -1.7% |
| 30D | +0.6% | -2.0% | +2.5% | +1.1% |
| 3M | -2.7% | -2.8% | +0.1% | -2.0% |
| 6M | -1.1% | +2.2% | -3.3% | -1.8% |
| YTD | +1.3% | +11.5% | -10.2% | -1.9% |
| 1Y | +2.8% | +13.5% | -10.7% | -1.0% |
| 3Y | +23.7% | +78.1% | -54.4% | +4.3% |
| 5Y | +22.2% | +73.1% | -51.0% | +3.0% |
| 10Y | +67.1% | +310.7% | -243.7% | +10.3% |
| All | +72.2% | +337.4% | -265.2% | +11.4% |
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 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