+308.5%
TREE vs VOO
+812.0%
-503.4%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.1% |
| 7D | +1.7% | +0.5% | +1.2% | +1.0% |
| 30D | -13.4% | -0.9% | -12.4% | -12.3% |
| 3M | -21.0% | +3.9% | -24.9% | -25.1% |
| 6M | -35.1% | +14.5% | -49.6% | -46.1% |
| YTD | -47.6% | +13.0% | -60.5% | -55.3% |
| 1Y | -62.4% | +19.4% | -81.8% | -70.2% |
| 3Y | +67.2% | +78.9% | -11.7% | -19.7% |
| 5Y | -82.5% | +82.3% | -164.8% | -91.1% |
| 10Y | -72.3% | +314.2% | -386.5% | -93.7% |
| All | +308.5% | +812.0% | -503.4% | -40.2% |
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