+47.0%
TR vs VOO
+321.7%
-274.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | -1.1% | -2.0% | +0.8% | -0.5% |
| 30D | -3.0% | -1.7% | -1.4% | -2.6% |
| 3M | -2.6% | +4.7% | -7.4% | -4.1% |
| 6M | -7.4% | +12.6% | -20.0% | -11.0% |
| YTD | +8.4% | +11.8% | -3.4% | +4.3% |
| 1Y | +1.1% | +17.5% | -16.5% | -4.4% |
| 3Y | +42.2% | +77.0% | -34.7% | +16.3% |
| 5Y | +54.3% | +82.6% | -28.3% | +23.7% |
| All | +47.0% | +321.7% | -274.8% | -27.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling