+311.2%
TPR vs VOO
+314.0%
-2.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.2% | -3.0% |
| 7D | -3.4% | +0.5% | -3.9% | -4.1% |
| 30D | -27.3% | -0.9% | -26.4% | -26.6% |
| 3M | -16.2% | +3.9% | -20.1% | -21.0% |
| 6M | -17.9% | +14.5% | -32.4% | -32.4% |
| YTD | -7.1% | +13.0% | -20.1% | -22.0% |
| 1Y | +13.6% | +19.4% | -5.8% | -11.6% |
| 3Y | +293.7% | +78.9% | +214.9% | +72.6% |
| 5Y | +239.1% | +82.3% | +156.8% | +46.9% |
| 10Y | +311.2% | +314.2% | -3.0% | -34.2% |
| All | +311.2% | +314.0% | -2.8% | -34.2% |
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 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