+47.5%
TDY vs VOO
+77.4%
-29.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.5% |
| 7D | -1.1% | -0.8% | -0.4% | -0.5% |
| 30D | -12.0% | -1.1% | -11.0% | -11.2% |
| 3M | -3.2% | +3.9% | -7.1% | -6.3% |
| 6M | -7.9% | +13.6% | -21.5% | -17.2% |
| YTD | +18.2% | +12.7% | +5.5% | +7.0% |
| 1Y | +6.7% | +17.6% | -10.9% | -6.7% |
| 3Y | +47.5% | +77.3% | -29.8% | -9.5% |
| All | +47.5% | +77.4% | -29.9% | -9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling