-39.1%
TLK vs VOO
+74.6%
-113.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.7% |
| 7D | +4.9% | +3.3% | +1.7% | +3.3% |
| 30D | -9.2% | -2.7% | -6.5% | -8.0% |
| 3M | -21.5% | -1.7% | -19.8% | -20.9% |
| 6M | -26.4% | +3.1% | -29.5% | -27.7% |
| YTD | -40.9% | +11.9% | -52.8% | -44.2% |
| 1Y | -41.3% | +12.1% | -53.4% | -44.6% |
| 3Y | -37.5% | +78.6% | -116.1% | -51.8% |
| 5Y | -39.1% | +73.8% | -112.9% | -53.4% |
| All | -39.1% | +74.6% | -113.7% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling