-97.1%
TOPP vs VOO
+28.0%
-125.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | 0.0% |
| 7D | -6.1% | -0.9% | -5.2% | -6.1% |
| 30D | -26.5% | -2.3% | -24.2% | -26.6% |
| 3M | -56.5% | -1.2% | -55.3% | -56.5% |
| 6M | -88.9% | +3.3% | -92.2% | -88.8% |
| YTD | -86.7% | +12.3% | -99.0% | -86.5% |
| 1Y | -91.3% | +12.5% | -103.8% | -91.2% |
| All | -97.1% | +28.0% | -125.1% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling