+995.4%
TER vs VOO
+309.6%
+685.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -4.8% |
| 7D | +14.4% | +2.6% | +11.8% | +10.2% |
| 30D | -30.6% | -2.0% | -28.6% | -27.1% |
| 3M | -39.2% | -2.8% | -36.4% | -35.2% |
| 6M | -31.3% | +2.2% | -33.4% | -30.9% |
| YTD | +29.1% | +11.5% | +17.6% | +15.2% |
| 1Y | +47.4% | +13.5% | +33.9% | +28.7% |
| 3Y | +191.2% | +78.1% | +113.1% | +37.1% |
| 5Y | +74.0% | +73.1% | +0.8% | -11.2% |
| All | +995.4% | +309.6% | +685.8% | +73.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling