-20.8%
TLT vs VOO
+321.7%
-342.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.2% |
| 7D | -1.6% | -2.0% | +0.4% | -1.8% |
| 30D | -1.3% | -1.7% | +0.3% | -1.5% |
| 3M | -3.7% | +4.7% | -8.5% | -3.2% |
| 6M | -6.4% | +12.6% | -18.9% | -4.9% |
| YTD | -4.5% | +11.8% | -16.2% | -3.1% |
| 1Y | -5.9% | +17.5% | -23.4% | -3.9% |
| 3Y | -2.8% | +77.0% | -79.8% | +5.8% |
| 5Y | -35.1% | +82.6% | -117.6% | -29.0% |
| All | -20.8% | +321.7% | -342.5% | +13.6% |
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 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