-19.1%
TE vs VOO
+77.0%
-96.1%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -1.8% |
| 7D | +15.0% | -0.4% | +15.3% | +16.0% |
| 30D | -7.5% | -1.4% | -6.2% | -3.9% |
| 3M | -42.0% | +3.7% | -45.7% | -45.5% |
| 6M | -31.4% | +13.0% | -44.5% | -46.4% |
| YTD | -26.5% | +12.4% | -38.9% | -41.2% |
| 1Y | +153.1% | +18.6% | +134.5% | +82.2% |
| All | -19.1% | +77.0% | -96.1% | -70.7% |
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 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