+32.3%
YNOT vs VOO
+23.6%
+8.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.5% |
| 7D | +3.5% | -0.4% | +3.9% | +4.2% |
| 30D | +2.3% | -1.4% | +3.7% | +4.9% |
| 3M | +4.2% | +3.7% | +0.4% | -2.1% |
| 6M | +19.3% | +13.0% | +6.3% | -2.4% |
| YTD | +18.3% | +12.4% | +5.9% | -2.1% |
| 1Y | +22.8% | +18.6% | +4.2% | -5.4% |
| All | +32.3% | +23.6% | +8.7% | -2.7% |
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 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