-34.5%
TLT vs VOO
+82.4%
-116.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | 0.0% |
| 7D | +0.4% | +0.5% | -0.1% | +0.4% |
| 30D | -0.3% | -0.9% | +0.6% | -0.2% |
| 3M | -1.7% | +3.9% | -5.6% | -2.0% |
| 6M | -4.9% | +14.5% | -19.4% | -5.9% |
| YTD | -2.8% | +13.0% | -15.7% | -3.7% |
| 1Y | -4.2% | +19.4% | -23.6% | -5.5% |
| 3Y | -1.1% | +78.9% | -80.0% | -5.4% |
| All | -34.5% | +82.4% | -116.9% | -38.8% |
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