-53.2%
TE vs VOO
+159.1%
-212.3%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.8% |
| 7D | -4.0% | +0.1% | -4.1% | -4.0% |
| 30D | -15.9% | +0.1% | -16.0% | -15.8% |
| 3M | -60.5% | +2.0% | -62.6% | -60.6% |
| 6M | -35.2% | +13.0% | -48.2% | -41.5% |
| YTD | -31.1% | +13.6% | -44.7% | -37.8% |
| 1Y | +148.6% | +20.1% | +128.6% | +114.9% |
| 3Y | -26.4% | +77.6% | -104.0% | -51.0% |
| 5Y | -48.0% | +82.4% | -130.5% | -66.3% |
| All | -53.2% | +159.1% | -212.3% | -70.0% |
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