-99.7%
YMT vs VOO
+19.2%
-118.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.4% | +4.3% |
| 7D | +16.4% | -2.0% | +18.4% | +18.3% |
| 30D | -37.8% | -1.7% | -36.1% | -37.1% |
| 3M | -82.0% | +4.7% | -86.7% | -82.7% |
| 6M | -98.4% | +12.6% | -110.9% | -98.6% |
| YTD | -99.4% | +11.8% | -111.2% | -99.5% |
| 1Y | -99.6% | +17.5% | -117.1% | -99.7% |
| All | -99.7% | +19.2% | -118.9% | -99.7% |
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