-88.7%
YSG vs VOO
+82.8%
-171.5%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.0% |
| 7D | -0.4% | -0.8% | +0.4% | +0.5% |
| 30D | -21.1% | -1.1% | -20.1% | -20.2% |
| 3M | -15.6% | +3.9% | -19.5% | -19.6% |
| 6M | -37.2% | +13.6% | -50.8% | -45.6% |
| YTD | -31.9% | +12.7% | -44.6% | -40.6% |
| 1Y | -75.0% | +17.6% | -92.6% | -79.2% |
| 3Y | -46.5% | +77.3% | -123.8% | -73.2% |
| All | -88.7% | +82.8% | -171.5% | -94.1% |
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