+82.7%
YUMC vs VOO
+318.2%
-235.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.3% |
| 7D | -3.2% | -2.0% | -1.2% | -1.9% |
| 30D | -10.6% | -1.7% | -8.9% | -9.6% |
| 3M | -2.8% | +4.7% | -7.6% | -6.1% |
| 6M | -19.4% | +12.6% | -31.9% | -26.1% |
| YTD | -9.8% | +11.8% | -21.5% | -16.9% |
| 1Y | -2.9% | +17.5% | -20.4% | -13.8% |
| 3Y | -14.3% | +77.0% | -91.3% | -43.3% |
| 5Y | -26.2% | +82.6% | -108.8% | -52.3% |
| All | +82.7% | +318.2% | -235.5% | -9.5% |
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 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