+68.3%
TREE vs VOO
+77.4%
-9.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.6% |
| 7D | -5.4% | -0.8% | -4.6% | -4.3% |
| 30D | -15.2% | -1.1% | -14.2% | -13.8% |
| 3M | -27.2% | +3.9% | -31.1% | -31.5% |
| 6M | -33.8% | +13.6% | -47.5% | -46.3% |
| YTD | -49.5% | +12.7% | -62.2% | -58.1% |
| 1Y | -62.6% | +17.6% | -80.2% | -71.0% |
| 3Y | +68.3% | +77.3% | -9.1% | -52.5% |
| All | +68.3% | +77.4% | -9.2% | -52.5% |
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