+13.3%
YNOT vs VOO
+22.6%
-9.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.2% |
| 7D | +4.5% | +2.6% | +1.9% | -0.2% |
| 30D | -10.8% | -2.0% | -8.8% | -6.9% |
| 3M | -14.7% | -2.8% | -12.0% | -9.7% |
| 6M | -13.6% | +2.2% | -15.7% | -15.7% |
| YTD | +1.3% | +11.5% | -10.2% | -14.3% |
| 1Y | +1.4% | +13.5% | -12.1% | -16.6% |
| All | +13.3% | +22.6% | -9.3% | -14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling