+16.2%
TKR vs VOO
+13.4%
+2.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | -0.2% |
| 7D | -3.1% | -0.8% | -2.3% | -1.9% |
| 30D | -8.1% | -1.1% | -7.0% | -6.6% |
| 3M | -12.9% | +3.9% | -16.8% | -18.4% |
| 6M | +16.2% | +13.6% | +2.6% | -6.3% |
| All | +16.2% | +13.4% | +2.8% | -6.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling