+1.4%
TK vs VOO
+817.1%
-815.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.6% |
| 7D | +4.4% | +0.1% | +4.3% | +4.3% |
| 30D | +25.4% | +0.1% | +25.3% | +25.3% |
| 3M | +19.6% | +2.0% | +17.5% | +16.2% |
| 6M | +14.8% | +13.0% | +1.7% | -0.9% |
| YTD | +63.2% | +13.6% | +49.6% | +40.0% |
| 1Y | +78.6% | +20.1% | +58.5% | +43.2% |
| 3Y | +199.3% | +77.6% | +121.7% | +45.1% |
| 5Y | +461.9% | +82.4% | +379.5% | +153.2% |
| 10Y | +180.4% | +316.8% | -136.4% | -58.5% |
| All | +1.4% | +817.1% | -815.7% | -92.9% |
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