+184.7%
TOP vs VOO
+12.4%
+172.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.2% | +2.3% | +16.9% | +17.0% |
| 7D | +45.5% | +0.1% | +45.4% | +43.6% |
| 30D | +5.9% | -3.3% | +9.2% | +8.8% |
| 3M | +39.9% | -2.4% | +42.3% | +42.4% |
| 6M | +314.7% | +2.6% | +312.1% | +304.2% |
| YTD | +214.4% | +11.3% | +203.1% | +187.4% |
| All | +184.7% | +12.4% | +172.3% | +160.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling