+203.6%
TK vs VOO
+309.6%
-106.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.7% |
| 7D | +7.8% | +2.6% | +5.3% | +5.1% |
| 30D | -6.0% | -2.0% | -4.0% | -4.2% |
| 3M | +12.9% | -2.8% | +15.7% | +15.9% |
| 6M | +12.0% | +2.2% | +9.8% | +8.8% |
| YTD | +63.3% | +11.5% | +51.8% | +44.8% |
| 1Y | +47.0% | +13.5% | +33.5% | +27.8% |
| 3Y | +170.5% | +78.1% | +92.4% | +39.6% |
| 5Y | +440.3% | +73.1% | +367.2% | +181.3% |
| All | +203.6% | +309.6% | -106.1% | -61.2% |
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