+27.0%
TLT vs VOO
+817.1%
-790.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.1% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | -0.6% | +0.1% | -0.6% | -0.6% |
| 3M | -2.7% | +2.0% | -4.7% | -2.3% |
| 6M | -5.6% | +13.0% | -18.7% | -2.8% |
| YTD | -2.8% | +13.6% | -16.4% | +0.3% |
| 1Y | -1.4% | +20.1% | -21.5% | +3.1% |
| 3Y | -1.6% | +77.6% | -79.1% | +14.7% |
| 5Y | -33.8% | +82.4% | -116.3% | -22.3% |
| 10Y | -21.1% | +316.8% | -338.0% | +37.5% |
| All | +27.0% | +817.1% | -790.1% | +261.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling