-70.3%
YSXT vs VOO
+29.3%
-99.6%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -1.6% |
| 7D | -17.9% | -0.8% | -17.2% | -17.9% |
| 30D | +28.4% | -1.1% | +29.5% | +28.5% |
| 3M | +11.3% | +3.9% | +7.4% | +11.3% |
| 6M | -6.6% | +13.6% | -20.2% | -6.5% |
| YTD | +2.4% | +12.7% | -10.3% | +2.6% |
| 1Y | -48.2% | +17.6% | -65.8% | -48.1% |
| All | -70.3% | +29.3% | -99.6% | -63.9% |
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