+4.9%
TAGS vs VOO
+325.3%
-320.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.7% | -2.0% |
| 7D | -0.5% | -0.8% | +0.3% | -0.4% |
| 30D | +8.3% | -1.1% | +9.4% | +8.4% |
| 3M | +18.2% | +3.9% | +14.4% | +17.9% |
| 6M | +13.3% | +13.6% | -0.3% | +12.2% |
| YTD | +22.2% | +12.7% | +9.5% | +21.0% |
| 1Y | +18.5% | +17.6% | +1.0% | +17.0% |
| 3Y | -9.9% | +77.3% | -87.2% | -14.3% |
| 5Y | +8.9% | +84.1% | -75.3% | +3.0% |
| All | +4.9% | +325.3% | -320.4% | -7.7% |
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