-90.5%
YOUL vs VOO
+24.9%
-115.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.1% |
| 7D | -7.8% | +0.1% | -7.9% | -7.9% |
| 30D | +26.5% | +0.1% | +26.4% | +26.4% |
| 3M | -11.9% | +2.0% | -13.9% | -12.5% |
| 6M | -53.2% | +13.0% | -66.2% | -54.9% |
| YTD | -66.9% | +13.6% | -80.5% | -68.6% |
| 1Y | -74.7% | +20.1% | -94.8% | -75.4% |
| All | -90.5% | +24.9% | -115.4% | -90.8% |
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