-69.5%
YMAT vs VOO
+13.0%
-82.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +30.0% | +1.3% | +28.7% | +25.7% |
| 7D | +3.2% | -0.9% | +4.1% | +8.1% |
| 30D | -55.3% | -2.3% | -53.0% | -49.7% |
| 3M | -34.2% | -1.2% | -33.0% | -27.9% |
| 6M | -61.5% | +3.3% | -64.8% | -61.7% |
| YTD | -44.2% | +12.3% | -56.5% | -47.7% |
| 1Y | -69.5% | +12.5% | -82.0% | -71.5% |
| All | -69.5% | +13.0% | -82.5% | -71.5% |
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