+158.7%
TS vs VOO
+317.9%
-159.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.3% | -1.1% |
| 7D | +2.6% | +0.1% | +2.6% | +2.2% |
| 30D | +3.7% | -3.3% | +7.0% | +6.7% |
| 3M | +12.1% | -2.4% | +14.5% | +14.2% |
| 6M | +1.4% | +2.6% | -1.2% | -1.7% |
| YTD | +57.7% | +11.3% | +46.5% | +41.0% |
| 1Y | +49.5% | +13.4% | +36.0% | +30.9% |
| 3Y | +94.8% | +80.3% | +14.5% | +7.3% |
| 5Y | +175.9% | +72.7% | +103.2% | +56.7% |
| 10Y | +158.7% | +310.0% | -151.3% | -43.2% |
| All | +158.7% | +317.9% | -159.2% | -43.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling