-84.4%
TOP vs VOO
+88.7%
-173.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.3% | +11.7% | +11.6% |
| 7D | +19.3% | -2.7% | +22.0% | +22.6% |
| 30D | -14.5% | -5.4% | -9.1% | -8.2% |
| 3M | +24.2% | -4.1% | +28.3% | +30.6% |
| 6M | +236.7% | +0.7% | +236.0% | +232.2% |
| YTD | +163.7% | +8.7% | +155.0% | +133.7% |
| 1Y | +138.7% | +11.0% | +127.8% | +105.5% |
| 3Y | -39.8% | +75.5% | -115.2% | -76.3% |
| All | -84.4% | +88.7% | -173.1% | -95.1% |
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