+131.9%
YYY vs VOO
+648.3%
-516.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -0.4% | +0.5% | -0.9% | -0.7% |
| 30D | -1.5% | -0.9% | -0.6% | -1.0% |
| 3M | +2.2% | +3.9% | -1.7% | 0.0% |
| 6M | +5.2% | +14.5% | -9.4% | -2.7% |
| YTD | +5.2% | +13.0% | -7.8% | -1.9% |
| 1Y | +6.8% | +19.4% | -12.6% | -3.5% |
| 3Y | +40.2% | +78.9% | -38.6% | +0.3% |
| 5Y | +17.2% | +82.3% | -65.1% | -18.1% |
| 10Y | +62.7% | +314.2% | -251.5% | -30.4% |
| All | +131.9% | +648.3% | -516.4% | -28.3% |
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