+172.8%
TS vs VOO
+314.0%
-141.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.4% |
| 7D | +0.6% | +0.5% | +0.1% | +0.1% |
| 30D | +7.4% | -0.9% | +8.3% | +8.3% |
| 3M | -9.3% | +3.9% | -13.2% | -12.8% |
| 6M | +10.5% | +14.5% | -4.0% | -3.4% |
| YTD | +51.0% | +13.0% | +38.1% | +33.5% |
| 1Y | +66.4% | +19.4% | +47.0% | +39.1% |
| 3Y | +97.9% | +78.9% | +19.0% | +10.1% |
| 5Y | +243.7% | +82.3% | +161.4% | +84.5% |
| 10Y | +172.8% | +314.2% | -141.4% | -43.1% |
| All | +172.8% | +314.0% | -141.2% | -43.1% |
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