+29.9%
TPR vs VOO
+12.4%
+17.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.1% | +0.9% |
| 7D | +12.7% | +0.1% | +12.6% | +11.7% |
| 30D | +17.1% | -3.3% | +20.4% | +19.8% |
| 3M | -15.9% | -2.4% | -13.5% | -14.8% |
| 6M | +2.6% | +2.6% | 0.0% | -2.6% |
| YTD | +7.5% | +11.3% | -3.8% | -8.5% |
| All | +29.9% | +12.4% | +17.5% | +10.2% |
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