+228.3%
T vs VOO
+800.4%
-572.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +2.5% | +2.6% | 0.0% | +1.1% |
| 30D | -3.8% | -2.0% | -1.8% | -2.9% |
| 3M | -8.7% | -2.8% | -6.0% | -7.6% |
| 6M | -8.1% | +2.2% | -10.3% | -9.8% |
| YTD | -6.4% | +11.5% | -18.0% | -13.0% |
| 1Y | -9.8% | +13.5% | -23.2% | -17.0% |
| 3Y | +65.5% | +78.1% | -12.6% | +12.3% |
| 5Y | +57.0% | +73.1% | -16.2% | +6.8% |
| 10Y | +60.8% | +310.7% | -249.9% | -39.9% |
| All | +228.3% | +800.4% | -572.2% | -25.3% |
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