-99.7%
YMT vs VOO
+20.5%
-120.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.6% | +5.7% | +5.7% |
| 7D | -10.8% | +0.5% | -11.3% | -11.6% |
| 30D | -59.9% | -0.9% | -59.0% | -59.7% |
| 3M | -84.0% | +3.9% | -87.9% | -84.5% |
| 6M | -98.3% | +14.5% | -112.9% | -98.5% |
| YTD | -99.4% | +13.0% | -112.4% | -99.5% |
| 1Y | -99.6% | +19.4% | -119.0% | -99.6% |
| All | -99.7% | +20.5% | -120.2% | -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 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