+84.2%
TS vs VOO
+75.5%
+8.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +3.9% |
| 7D | -2.4% | -2.7% | +0.3% | -0.8% |
| 30D | +5.9% | -5.4% | +11.3% | +9.7% |
| 3M | +10.2% | -4.1% | +14.3% | +13.0% |
| 6M | -3.9% | +0.7% | -4.6% | -5.0% |
| YTD | +56.1% | +8.7% | +47.3% | +45.4% |
| 1Y | +47.7% | +11.0% | +36.7% | +35.1% |
| 3Y | +84.2% | +75.5% | +8.7% | +13.6% |
| All | +84.2% | +75.5% | +8.7% | +13.6% |
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