-97.1%
TOPP vs VOO
+27.1%
-124.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -4.4% | +2.6% | -7.0% | -4.4% |
| 30D | -18.8% | -2.0% | -16.8% | -18.8% |
| 3M | -57.0% | -2.8% | -54.2% | -57.0% |
| 6M | -88.9% | +2.2% | -91.0% | -88.8% |
| YTD | -86.7% | +11.5% | -98.2% | -86.5% |
| 1Y | -91.0% | +13.5% | -104.5% | -90.9% |
| All | -97.1% | +27.1% | -124.2% | -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