+29.2%
TPR vs VOO
+11.8%
+17.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | -1.1% | +3.3% | -4.4% | -3.3% |
| 30D | +15.1% | -2.7% | +17.8% | +17.3% |
| 3M | -13.4% | -1.7% | -11.7% | -12.8% |
| 6M | +1.4% | +3.1% | -1.8% | -4.1% |
| YTD | +4.8% | +11.9% | -7.2% | -11.2% |
| 1Y | +29.2% | +12.1% | +17.1% | +9.4% |
| All | +29.2% | +11.8% | +17.4% | +9.4% |
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