+95.0%
TS vs VOO
+78.5%
+16.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | +4.1% | +2.6% | +1.5% | +2.3% |
| 30D | +5.3% | -2.0% | +7.3% | +6.6% |
| 3M | +16.4% | -2.8% | +19.2% | +18.4% |
| 6M | -1.8% | +2.2% | -3.9% | -3.7% |
| YTD | +62.5% | +11.5% | +51.0% | +48.8% |
| 1Y | +52.5% | +13.5% | +39.0% | +37.6% |
| 3Y | +95.0% | +78.1% | +16.9% | +18.3% |
| All | +95.0% | +78.5% | +16.5% | +18.3% |
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