+520.8%
YUM vs VOO
+802.4%
-281.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | -5.2% | -2.0% | -3.2% | -3.7% |
| 30D | -0.1% | -1.7% | +1.6% | +1.2% |
| 3M | -4.3% | +4.7% | -9.0% | -7.8% |
| 6M | -8.7% | +12.6% | -21.3% | -17.1% |
| YTD | -3.5% | +11.8% | -15.3% | -12.1% |
| 1Y | +0.5% | +17.5% | -17.1% | -12.3% |
| 3Y | +20.5% | +77.0% | -56.5% | -25.8% |
| 5Y | +21.8% | +82.6% | -60.8% | -27.8% |
| 10Y | +176.5% | +320.0% | -143.5% | -24.2% |
| All | +520.8% | +802.4% | -281.6% | -12.8% |
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 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