-63.8%
TLS vs VOO
+130.9%
-194.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.4% | -4.2% |
| 7D | +52.5% | +2.6% | +49.9% | +47.8% |
| 30D | +75.8% | -2.0% | +77.8% | +84.1% |
| 3M | +59.8% | -2.8% | +62.6% | +69.2% |
| 6M | +75.8% | +2.2% | +73.7% | +72.0% |
| YTD | +44.1% | +11.5% | +32.6% | +21.5% |
| 1Y | +17.8% | +13.5% | +4.3% | -3.3% |
| 3Y | +94.4% | +78.1% | +16.4% | -19.4% |
| 5Y | -69.9% | +73.1% | -143.0% | -85.9% |
| All | -63.8% | +130.9% | -194.7% | -90.0% |
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