+396.0%
TPR vs VOO
+78.5%
+317.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.3% |
| 7D | -0.3% | +2.6% | -2.9% | -3.1% |
| 30D | +15.1% | -2.0% | +17.1% | +17.0% |
| 3M | +3.5% | -2.8% | +6.3% | +6.0% |
| 6M | +0.4% | +2.2% | -1.7% | -3.7% |
| YTD | +4.6% | +11.5% | -6.9% | -10.2% |
| 1Y | +33.1% | +13.5% | +19.6% | +11.8% |
| 3Y | +396.0% | +78.1% | +317.9% | +114.5% |
| All | +396.0% | +78.5% | +317.5% | +114.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling