-97.1%
TOPP vs VOO
+26.4%
-123.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -4.9% | -5.3% |
| 7D | -4.4% | -0.6% | -3.8% | -4.5% |
| 30D | -32.5% | -3.6% | -28.9% | -32.5% |
| 3M | -61.4% | -2.7% | -58.7% | -61.5% |
| 6M | -89.1% | +2.2% | -91.3% | -89.1% |
| YTD | -86.7% | +10.9% | -97.5% | -86.5% |
| 1Y | -91.6% | +11.3% | -102.9% | -91.5% |
| All | -97.1% | +26.4% | -123.5% | -96.7% |
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