+275.8%
T vs VOO
+817.1%
-541.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.6% | -1.7% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +11.4% | +0.1% | +11.3% | +11.3% |
| 3M | +14.3% | +2.0% | +12.3% | +12.7% |
| 6M | -9.3% | +13.0% | -22.3% | -15.9% |
| YTD | +7.1% | +13.6% | -6.5% | -1.2% |
| 1Y | -9.1% | +20.1% | -29.2% | -19.0% |
| 3Y | +105.3% | +77.6% | +27.8% | +40.1% |
| 5Y | +66.8% | +82.4% | -15.6% | +10.0% |
| 10Y | +66.8% | +316.8% | -250.1% | -38.0% |
| All | +275.8% | +817.1% | -541.3% | -15.1% |
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