+170.5%
TK vs VOO
+78.5%
+92.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.5% |
| 7D | +7.8% | +2.6% | +5.3% | +6.6% |
| 30D | -6.0% | -2.0% | -4.0% | -5.1% |
| 3M | +12.9% | -2.8% | +15.7% | +14.4% |
| 6M | +12.0% | +2.2% | +9.8% | +10.7% |
| YTD | +63.3% | +11.5% | +51.8% | +54.6% |
| 1Y | +47.0% | +13.5% | +33.5% | +38.0% |
| 3Y | +170.5% | +78.1% | +92.4% | +101.4% |
| All | +170.5% | +78.5% | +92.1% | +101.4% |
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