-56.8%
YMM vs VOO
+95.4%
-152.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.3% |
| 7D | -1.8% | +0.1% | -1.9% | -2.0% |
| 30D | -9.4% | +0.1% | -9.5% | -9.5% |
| 3M | -1.5% | +2.0% | -3.5% | -4.2% |
| 6M | -3.1% | +13.0% | -16.2% | -16.9% |
| YTD | -17.8% | +13.6% | -31.3% | -29.8% |
| 1Y | -32.6% | +20.1% | -52.7% | -46.0% |
| 3Y | +26.4% | +77.6% | -51.2% | -41.0% |
| 5Y | -50.4% | +82.4% | -132.9% | -76.4% |
| All | -56.8% | +95.4% | -152.1% | -80.0% |
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