+229.8%
TK vs VOO
+77.0%
+152.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +4.0% |
| 7D | +3.5% | -0.4% | +3.9% | +3.7% |
| 30D | +23.7% | -1.4% | +25.1% | +24.4% |
| 3M | +17.1% | +3.7% | +13.4% | +15.1% |
| 6M | +19.1% | +13.0% | +6.1% | +12.2% |
| YTD | +65.6% | +12.4% | +53.1% | +56.2% |
| 1Y | +74.3% | +18.6% | +55.7% | +60.3% |
| All | +229.8% | +77.0% | +152.8% | +160.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling