-91.4%
TOPS vs VOO
+79.1%
-170.6%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +1.9% | +1.8% |
| 7D | -2.6% | +0.5% | -3.2% | -3.0% |
| 30D | -2.6% | -0.9% | -1.7% | -1.8% |
| 3M | -15.9% | +3.9% | -19.8% | -17.8% |
| 6M | -83.2% | +14.5% | -97.7% | -84.8% |
| YTD | -83.6% | +13.0% | -96.5% | -85.0% |
| 1Y | -86.7% | +19.4% | -106.1% | -88.3% |
| 3Y | -91.4% | +78.9% | -170.3% | -95.0% |
| All | -91.4% | +79.1% | -170.6% | -95.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling