-9.8%
T vs VOO
+18.0%
-27.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.9% |
| 7D | -3.1% | -0.4% | -2.7% | -3.2% |
| 30D | +4.6% | -1.4% | +6.0% | +4.1% |
| 3M | +12.2% | +3.7% | +8.5% | +14.0% |
| 6M | -6.5% | +13.0% | -19.5% | -2.2% |
| YTD | +4.9% | +12.4% | -7.5% | +9.3% |
| All | -9.8% | +18.0% | -27.8% | -5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling