-100.0%
TOVX vs VOO
+807.8%
-907.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | 0.0% | -0.4% | +0.4% | +0.3% |
| 30D | +8.7% | -1.4% | +10.1% | +10.0% |
| 3M | +4.2% | +3.7% | +0.4% | +0.9% |
| 6M | +38.9% | +13.0% | +25.9% | +26.2% |
| YTD | +19.0% | +12.4% | +6.6% | +9.1% |
| 1Y | -37.5% | +18.6% | -56.1% | -44.6% |
| 3Y | -98.0% | +78.1% | -176.1% | -98.8% |
| 5Y | -99.8% | +82.3% | -182.1% | -99.9% |
| 10Y | -100.0% | +322.5% | -422.5% | -100.0% |
| All | -100.0% | +807.8% | -907.8% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling