+550.8%
TKR vs VOO
+810.0%
-259.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | -0.1% |
| 7D | -3.1% | -0.8% | -2.3% | -2.0% |
| 30D | -8.1% | -1.1% | -7.0% | -6.7% |
| 3M | -12.9% | +3.9% | -16.8% | -17.4% |
| 6M | +16.2% | +13.6% | +2.6% | -2.1% |
| YTD | +43.2% | +12.7% | +30.5% | +22.1% |
| 1Y | +52.9% | +17.6% | +35.3% | +23.1% |
| 3Y | +73.5% | +77.3% | -3.8% | -20.6% |
| 5Y | +84.3% | +84.1% | +0.2% | -20.2% |
| 10Y | +343.5% | +323.5% | +20.0% | -43.7% |
| All | +550.8% | +810.0% | -259.3% | -76.7% |
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