+421.1%
TPR vs VOO
+777.9%
-356.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.4% |
| 7D | +14.2% | -2.7% | +16.9% | +17.6% |
| 30D | +17.1% | -5.4% | +22.5% | +24.9% |
| 3M | -17.7% | -4.1% | -13.7% | -14.2% |
| 6M | -10.2% | +0.7% | -10.9% | -12.3% |
| YTD | +4.9% | +8.7% | -3.8% | -7.3% |
| 1Y | +36.1% | +11.0% | +25.2% | +17.1% |
| 3Y | +416.5% | +75.5% | +341.0% | +143.3% |
| 5Y | +254.8% | +68.4% | +186.4% | +79.3% |
| 10Y | +391.7% | +315.7% | +76.1% | -14.0% |
| All | +421.1% | +777.9% | -356.8% | -63.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling