+64.3%
T vs VOO
+324.3%
-260.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.5% |
| 7D | -3.1% | -0.4% | -2.7% | -2.9% |
| 30D | +4.6% | -1.4% | +6.0% | +5.3% |
| 3M | +12.2% | +3.7% | +8.5% | +9.8% |
| 6M | -6.5% | +13.0% | -19.5% | -13.0% |
| YTD | +4.9% | +12.4% | -7.5% | -2.4% |
| 1Y | -10.5% | +18.6% | -29.1% | -19.4% |
| 3Y | +104.6% | +78.1% | +26.5% | +39.6% |
| 5Y | +64.2% | +82.3% | -18.1% | +8.3% |
| All | +64.3% | +324.3% | -260.0% | -41.7% |
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