+68.6%
YMAG vs VOO
+60.8%
+7.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.5% |
| 7D | +0.3% | -0.8% | +1.1% | +1.2% |
| 30D | +2.7% | -1.1% | +3.8% | +4.0% |
| 3M | +5.7% | +3.9% | +1.8% | +1.1% |
| 6M | +8.8% | +13.6% | -4.8% | -6.5% |
| YTD | +4.4% | +12.7% | -8.3% | -9.4% |
| 1Y | +11.6% | +17.6% | -6.0% | -7.9% |
| All | +68.6% | +60.8% | +7.8% | -5.6% |
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 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