+174.0%
TS vs VOO
+67.9%
+106.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +3.9% |
| 7D | -2.4% | -2.7% | +0.3% | -0.7% |
| 30D | +5.9% | -5.4% | +11.3% | +9.9% |
| 3M | +10.2% | -4.1% | +14.3% | +13.2% |
| 6M | -3.9% | +0.7% | -4.6% | -4.9% |
| YTD | +56.1% | +8.7% | +47.3% | +45.6% |
| 1Y | +47.7% | +11.0% | +36.7% | +35.4% |
| 3Y | +84.2% | +75.5% | +8.7% | +19.5% |
| All | +174.0% | +67.9% | +106.1% | +81.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling