+124.9%
TLTE vs VOO
+569.9%
-445.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.5% |
| 7D | +1.6% | -0.4% | +2.0% | +1.9% |
| 30D | +4.8% | -1.4% | +6.2% | +6.0% |
| 3M | +4.9% | +3.7% | +1.2% | +2.1% |
| 6M | +14.0% | +13.0% | +0.9% | +4.1% |
| YTD | +23.8% | +12.4% | +11.4% | +13.6% |
| 1Y | +32.2% | +18.6% | +13.6% | +16.4% |
| 3Y | +79.0% | +78.1% | +1.0% | +13.5% |
| 5Y | +50.8% | +82.3% | -31.5% | -7.5% |
| 10Y | +127.2% | +322.5% | -195.3% | -34.3% |
| All | +124.9% | +569.9% | -445.0% | -54.6% |
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 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