-44.3%
YSXT vs VOO
+14.7%
-58.9%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.3% | +3.1% |
| 7D | -9.0% | -0.7% | -8.3% | -8.7% |
| 30D | +5.6% | -1.1% | +6.7% | +6.2% |
| 3M | +40.9% | -0.3% | +41.2% | +41.1% |
| 6M | +34.1% | +7.4% | +26.7% | +32.9% |
| YTD | +4.8% | +13.4% | -8.6% | +4.8% |
| 1Y | -44.3% | +14.8% | -59.1% | -44.7% |
| All | -44.3% | +14.7% | -58.9% | -44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling