+61.9%
TOUS vs VOO
+81.4%
-19.5%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.3% |
| 7D | -2.3% | -2.0% | -0.4% | -0.8% |
| 30D | -2.8% | -1.7% | -1.1% | -1.5% |
| 3M | +5.6% | +4.7% | +0.9% | +1.9% |
| 6M | +9.4% | +12.6% | -3.1% | +0.1% |
| YTD | +12.8% | +11.8% | +1.0% | +3.7% |
| 1Y | +18.5% | +17.5% | +1.0% | +5.1% |
| 3Y | +68.3% | +77.0% | -8.7% | +5.2% |
| All | +61.9% | +81.4% | -19.5% | -0.2% |
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