-81.4%
TOP vs VOO
+93.1%
-174.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.2% | +2.3% | +16.9% | +16.1% |
| 7D | +45.5% | +0.1% | +45.4% | +44.6% |
| 30D | +5.9% | -3.3% | +9.2% | +11.0% |
| 3M | +39.9% | -2.4% | +42.3% | +44.3% |
| 6M | +314.7% | +2.6% | +312.1% | +301.2% |
| YTD | +214.4% | +11.3% | +203.1% | +171.3% |
| 1Y | +187.3% | +13.4% | +173.8% | +141.0% |
| 3Y | -27.4% | +80.3% | -107.6% | -72.4% |
| All | -81.4% | +93.1% | -174.5% | -94.3% |
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