-36.1%
TLK vs VOO
+78.5%
-114.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +1.9% | +1.8% |
| 7D | +4.9% | +2.6% | +2.4% | +3.3% |
| 30D | -8.4% | -2.0% | -6.4% | -7.3% |
| 3M | -20.6% | -2.8% | -17.8% | -19.3% |
| 6M | -25.4% | +2.2% | -27.6% | -26.6% |
| YTD | -39.9% | +11.5% | -51.5% | -44.3% |
| 1Y | -38.5% | +13.5% | -52.0% | -43.6% |
| 3Y | -36.1% | +78.1% | -114.1% | -53.4% |
| All | -36.1% | +78.5% | -114.5% | -53.4% |
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