+9.5%
TPR vs VOO
+18.9%
-9.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.8% |
| 7D | -7.3% | -0.4% | -6.9% | -6.9% |
| 30D | -30.7% | -1.4% | -29.4% | -29.7% |
| 3M | -21.6% | +3.7% | -25.3% | -25.7% |
| 6M | -21.3% | +13.0% | -34.4% | -34.2% |
| YTD | -10.2% | +12.4% | -22.6% | -24.6% |
| 1Y | +9.5% | +18.6% | -9.1% | -19.2% |
| All | +9.5% | +18.9% | -9.4% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling