-95.1%
YMAT vs VOO
+19.6%
-114.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | -0.3% | -14.9% | -14.3% |
| 7D | -18.7% | -0.6% | -18.1% | -16.3% |
| 30D | -22.5% | -3.6% | -18.8% | -11.3% |
| 3M | -47.9% | -2.7% | -45.2% | -41.5% |
| 6M | -60.6% | +2.2% | -62.8% | -59.5% |
| YTD | -57.1% | +10.9% | -68.0% | -58.7% |
| 1Y | -75.9% | +11.3% | -87.3% | -76.7% |
| All | -95.1% | +19.6% | -114.7% | -94.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling