-68.8%
TLS vs VOO
+72.8%
-141.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.3% | +7.3% | +7.6% |
| 7D | +48.9% | -0.6% | +49.5% | +51.7% |
| 30D | +65.7% | -3.6% | +69.3% | +78.4% |
| 3M | +90.3% | -2.7% | +93.0% | +101.4% |
| 6M | +71.2% | +2.2% | +69.0% | +67.3% |
| YTD | +50.4% | +10.9% | +39.5% | +28.3% |
| 1Y | -1.2% | +11.3% | -12.5% | -16.0% |
| 3Y | +100.8% | +76.9% | +23.9% | -14.4% |
| 5Y | -68.8% | +73.5% | -142.3% | -85.6% |
| All | -68.8% | +72.8% | -141.6% | -85.6% |
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