+145.2%
TE vs VOO
+18.2%
+127.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -2.5% |
| 7D | +0.2% | -0.8% | +1.0% | +3.0% |
| 30D | -5.9% | -1.1% | -4.8% | -1.7% |
| 3M | -45.6% | +3.9% | -49.5% | -50.9% |
| 6M | -43.4% | +13.6% | -57.0% | -56.0% |
| YTD | -31.0% | +12.7% | -43.7% | -44.3% |
| 1Y | +145.2% | +17.6% | +127.6% | +113.6% |
| All | +145.2% | +18.2% | +127.0% | +113.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling