-12.2%
TLT vs VOO
+311.2%
-323.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.1% | -1.5% |
| 7D | -2.7% | +3.3% | -6.0% | -2.3% |
| 30D | +2.2% | -2.7% | +4.8% | +1.8% |
| 3M | -1.7% | -1.7% | 0.0% | -1.9% |
| 6M | -4.0% | +3.1% | -7.1% | -3.6% |
| YTD | -4.9% | +11.9% | -16.9% | -3.6% |
| 1Y | -7.4% | +12.1% | -19.4% | -6.0% |
| 3Y | +3.0% | +78.6% | -75.5% | +12.4% |
| 5Y | -35.1% | +73.8% | -108.9% | -30.0% |
| All | -12.2% | +311.2% | -323.4% | +23.0% |
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