-84.3%
TE vs VOO
+72.6%
-156.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.7% | -2.2% |
| 7D | -19.1% | +2.6% | -21.6% | -23.5% |
| 30D | -34.1% | -2.0% | -32.2% | -30.5% |
| 3M | -60.1% | -2.8% | -57.4% | -56.8% |
| 6M | -66.0% | +2.2% | -68.1% | -65.3% |
| YTD | -71.4% | +11.5% | -82.9% | -75.3% |
| 1Y | -45.3% | +13.5% | -58.8% | -53.9% |
| 3Y | +9.1% | +78.1% | -68.9% | -54.8% |
| All | -84.3% | +72.6% | -156.9% | -92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling