+42.8%
YORW vs VOO
+325.3%
-282.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -1.1% |
| 7D | -2.6% | -0.8% | -1.8% | -2.1% |
| 30D | +1.9% | -1.1% | +3.0% | +2.6% |
| 3M | +12.6% | +3.9% | +8.7% | +9.4% |
| 6M | +7.6% | +13.6% | -6.1% | -2.0% |
| YTD | +5.7% | +12.7% | -7.0% | -3.4% |
| 1Y | +10.3% | +17.6% | -7.3% | -2.4% |
| 3Y | -11.0% | +77.3% | -88.3% | -43.8% |
| 5Y | -26.6% | +84.1% | -110.7% | -56.3% |
| All | +42.8% | +325.3% | -282.5% | -65.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling