+2.2%
TDAY vs VOO
+439.6%
-437.4%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.3% |
| 7D | -0.2% | -0.4% | +0.2% | +0.3% |
| 30D | -11.7% | -1.4% | -10.3% | -9.9% |
| 3M | -20.5% | +3.7% | -24.2% | -24.7% |
| 6M | -3.4% | +13.0% | -16.4% | -18.9% |
| YTD | +22.1% | +12.4% | +9.7% | +3.0% |
| 1Y | +53.4% | +18.6% | +34.8% | +20.1% |
| 3Y | +131.2% | +78.1% | +53.2% | +7.0% |
| 5Y | -1.1% | +82.3% | -83.4% | -54.7% |
| 10Y | -42.1% | +322.5% | -364.6% | -88.7% |
| All | +2.2% | +439.6% | -437.4% | -83.1% |
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