-64.7%
TLS vs VOO
+130.4%
-195.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +48.8% | +2.3% | +46.4% | +44.8% |
| 7D | +37.6% | +0.1% | +37.5% | +38.7% |
| 30D | +54.9% | -3.3% | +58.2% | +66.0% |
| 3M | +50.0% | -2.4% | +52.4% | +58.0% |
| 6M | +60.0% | +2.6% | +57.4% | +55.5% |
| YTD | +40.6% | +11.3% | +29.3% | +19.1% |
| 1Y | +12.4% | +13.4% | -1.1% | -7.2% |
| 3Y | +135.9% | +80.3% | +55.6% | -3.6% |
| 5Y | -72.2% | +72.7% | -144.9% | -86.9% |
| All | -64.7% | +130.4% | -195.0% | -90.2% |
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