Per Morningstar Portfolio Tracker: +2.62% YTD as of 10/8/15. (Morningstar US index is -2.10% YTD).
Most of the outperformance came from market timing (buying on dips) and adjusting AA. For instance, with oil and energy getting ridiculously pummeled all summer, I had bought in on the cheap and incrementally increased my energy holdings until it reached 35% of total portfolio; with this week's rally I've pared it back down to ~20% to lock in some nice gains. I had also exchanged all bond holdings to buy stocks during/after the August correction, so this week I reduced some stocks to bring bonds up to ~20% as dry powder for the next dip. Today the portfolio stands at:
PRIMECAP Odyssey Stock 17.45%
Vanguard Dividend Growth Inv 10.14%
Vanguard Energy Inv 20.46%
Vanguard Health Care Inv 9.60%
Vanguard Total Bond Market Index Adm 22.08%
Vanguard Total Intl Stock Index Admiral 10.26%
Vanguard Total Stock Mkt Idx Adm 10.02%
Still underweight in international, so I'm waiting for the next round of bad news from China so that EM will go on sale even more!