-14.1%
TLK vs VOO
+80.3%
-94.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | +1.2% | -2.0% | +3.2% | +2.2% |
| 30D | +2.5% | -1.7% | +4.1% | +3.3% |
| 3M | +5.9% | +4.7% | +1.2% | +3.6% |
| 6M | -12.0% | +12.6% | -24.5% | -16.9% |
| YTD | -22.8% | +11.8% | -34.6% | -27.0% |
| 1Y | -15.4% | +17.5% | -32.9% | -21.8% |
| 3Y | -23.4% | +77.0% | -100.4% | -40.3% |
| 5Y | -14.1% | +82.6% | -96.7% | -34.8% |
| All | -14.1% | +80.3% | -94.4% | -34.8% |
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