-97.9%
YOUL vs VOO
+22.6%
-120.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.4% | -5.9% | -5.9% |
| 7D | -19.4% | +2.6% | -22.0% | -21.6% |
| 30D | -65.3% | -2.0% | -63.3% | -64.0% |
| 3M | -78.0% | -2.8% | -75.2% | -77.0% |
| 6M | -87.6% | +2.2% | -89.8% | -87.4% |
| YTD | -92.7% | +11.5% | -104.3% | -92.8% |
| 1Y | -94.5% | +13.5% | -108.0% | -94.6% |
| All | -97.9% | +22.6% | -120.5% | -97.9% |
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 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