+180.1%
TR vs VOO
+812.0%
-631.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.1% |
| 7D | -4.1% | +0.5% | -4.7% | -4.4% |
| 30D | -2.5% | -0.9% | -1.5% | -2.1% |
| 3M | +2.0% | +3.9% | -1.9% | 0.0% |
| 6M | -7.7% | +14.5% | -22.2% | -13.9% |
| YTD | +9.2% | +13.0% | -3.8% | +2.4% |
| 1Y | -2.5% | +19.4% | -21.9% | -11.3% |
| 3Y | +43.3% | +78.9% | -35.5% | +4.4% |
| 5Y | +49.6% | +82.3% | -32.7% | +6.5% |
| 10Y | +42.4% | +314.2% | -271.8% | -46.1% |
| All | +180.1% | +812.0% | -631.9% | -52.0% |
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