-59.3%
YMM vs VOO
+92.2%
-151.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.3% |
| 7D | -5.1% | -2.0% | -3.1% | -2.8% |
| 30D | -12.9% | -1.7% | -11.3% | -11.2% |
| 3M | -1.4% | +4.7% | -6.2% | -7.2% |
| 6M | -10.4% | +12.6% | -23.0% | -22.7% |
| YTD | -22.6% | +11.8% | -34.4% | -32.6% |
| 1Y | -38.0% | +17.5% | -55.5% | -48.9% |
| 3Y | +27.7% | +77.0% | -49.3% | -40.4% |
| 5Y | -50.2% | +82.6% | -132.8% | -75.6% |
| All | -59.3% | +92.2% | -151.5% | -80.8% |
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 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