+165.5%
YUM vs VOO
+325.3%
-159.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.7% |
| 7D | -6.1% | -0.8% | -5.3% | -5.6% |
| 30D | -5.8% | -1.1% | -4.8% | -5.2% |
| 3M | -7.6% | +3.9% | -11.5% | -10.2% |
| 6M | -9.1% | +13.6% | -22.8% | -17.4% |
| YTD | -5.5% | +12.7% | -18.2% | -13.7% |
| 1Y | -3.7% | +17.6% | -21.3% | -14.9% |
| 3Y | +17.8% | +77.3% | -59.5% | -24.7% |
| 5Y | +19.3% | +84.1% | -64.9% | -26.7% |
| All | +165.5% | +325.3% | -159.7% | -19.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling