+178.1%
TR vs VOO
+800.4%
-622.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | -1.8% | +2.6% | -4.3% | -3.0% |
| 30D | +0.1% | -2.0% | +2.1% | +0.9% |
| 3M | -4.6% | -2.8% | -1.9% | -3.6% |
| 6M | -5.2% | +2.2% | -7.4% | -6.6% |
| YTD | +8.4% | +11.5% | -3.1% | +2.0% |
| 1Y | +1.7% | +13.5% | -11.8% | -5.1% |
| 3Y | +40.2% | +78.1% | -37.9% | +2.2% |
| 5Y | +46.3% | +73.1% | -26.8% | +7.0% |
| 10Y | +44.5% | +310.7% | -266.2% | -45.3% |
| All | +178.1% | +800.4% | -622.4% | -52.1% |
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