-36.3%
YSXT vs VOO
+20.9%
-57.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.9% | -0.4% | +14.2% | +13.9% |
| 7D | +50.0% | +0.1% | +49.9% | +49.9% |
| 30D | +57.6% | +0.1% | +57.5% | +57.5% |
| 3M | +52.9% | +2.0% | +50.9% | +52.1% |
| 6M | +23.8% | +13.0% | +10.8% | +26.3% |
| YTD | +24.8% | +13.6% | +11.2% | +28.2% |
| 1Y | -36.3% | +20.1% | -56.4% | -32.5% |
| All | -36.3% | +20.9% | -57.2% | -32.5% |
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 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