-7.0%
TLT vs VOO
+12.1%
-19.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.4% |
| 7D | -3.1% | +2.6% | -5.7% | -3.6% |
| 30D | +1.0% | -2.0% | +3.0% | +1.4% |
| 3M | -2.7% | -2.8% | 0.0% | -2.2% |
| 6M | -4.1% | +2.2% | -6.3% | -4.8% |
| YTD | -5.4% | +11.5% | -16.9% | -7.9% |
| 1Y | -7.0% | +13.5% | -20.5% | -9.9% |
| All | -7.0% | +12.1% | -19.1% | -9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling