-97.0%
YSG vs VOO
+132.8%
-229.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +2.0% |
| 7D | +9.5% | -0.4% | +9.8% | +9.7% |
| 30D | -16.8% | -1.4% | -15.4% | -15.6% |
| 3M | -11.5% | +3.7% | -15.2% | -15.3% |
| 6M | -29.5% | +13.0% | -42.6% | -38.2% |
| YTD | -28.8% | +12.4% | -41.2% | -37.4% |
| 1Y | -73.2% | +18.6% | -91.8% | -77.7% |
| 3Y | -39.1% | +78.1% | -117.2% | -68.4% |
| 5Y | -89.1% | +82.3% | -171.4% | -94.4% |
| All | -97.0% | +132.8% | -229.8% | -98.5% |
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 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