-82.7%
TREE vs VOO
+80.3%
-163.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +2.4% |
| 7D | -4.0% | -2.0% | -2.0% | -0.3% |
| 30D | -14.7% | -1.7% | -13.0% | -11.9% |
| 3M | -26.2% | +4.7% | -30.9% | -32.8% |
| 6M | -33.6% | +12.6% | -46.2% | -47.9% |
| YTD | -49.4% | +11.8% | -61.1% | -59.3% |
| 1Y | -62.5% | +17.5% | -80.0% | -72.7% |
| 3Y | +61.5% | +77.0% | -15.5% | -50.3% |
| 5Y | -82.7% | +82.6% | -165.3% | -94.8% |
| All | -82.7% | +80.3% | -163.1% | -94.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling