+36.3%
TOPT vs VOO
+32.9%
+3.4%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | -0.6% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | -5.4% | -3.3% | -2.1% | -1.6% |
| 3M | -1.3% | -2.4% | +1.1% | +1.5% |
| 6M | +0.5% | +2.6% | -2.1% | -2.2% |
| YTD | +7.8% | +11.3% | -3.4% | -4.3% |
| 1Y | +9.4% | +13.4% | -4.0% | -5.1% |
| All | +36.3% | +32.9% | +3.4% | -0.9% |
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