+48.5%
TEO vs VOO
+812.0%
-763.5%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.8% |
| 7D | -0.2% | +0.5% | -0.7% | -0.6% |
| 30D | -5.4% | -0.9% | -4.5% | -4.8% |
| 3M | -2.2% | +3.9% | -6.1% | -5.1% |
| 6M | +19.0% | +14.5% | +4.5% | +7.3% |
| YTD | +12.7% | +13.0% | -0.3% | +2.8% |
| 1Y | +82.9% | +19.4% | +63.5% | +60.8% |
| 3Y | +156.2% | +78.9% | +77.3% | +68.0% |
| 5Y | +185.1% | +82.3% | +102.9% | +83.1% |
| 10Y | +14.0% | +314.2% | -300.2% | -64.4% |
| All | +48.5% | +812.0% | -763.5% | -78.9% |
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