-62.3%
TLS vs VOO
+132.5%
-194.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.5% | -2.4% |
| 7D | +51.2% | -0.9% | +52.1% | +54.9% |
| 30D | +74.7% | -2.3% | +77.0% | +83.9% |
| 3M | +78.3% | -1.2% | +79.5% | +83.8% |
| 6M | +80.0% | +3.3% | +76.7% | +72.7% |
| YTD | +50.0% | +12.3% | +37.7% | +24.9% |
| 1Y | +17.0% | +12.5% | +4.5% | -2.5% |
| 3Y | +100.3% | +79.2% | +21.1% | -17.8% |
| 5Y | -68.1% | +75.7% | -143.7% | -85.4% |
| All | -62.3% | +132.5% | -194.8% | -89.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling