+151.7%
TS vs VOO
+798.5%
-646.8%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.3% | -1.5% |
| 7D | +2.6% | +0.1% | +2.6% | +2.1% |
| 30D | +3.7% | -3.3% | +7.0% | +7.2% |
| 3M | +12.1% | -2.4% | +14.5% | +14.5% |
| 6M | +1.4% | +2.6% | -1.2% | -2.3% |
| YTD | +57.7% | +11.3% | +46.5% | +38.0% |
| 1Y | +49.5% | +13.4% | +36.0% | +27.7% |
| 3Y | +94.8% | +80.3% | +14.5% | -3.7% |
| 5Y | +175.9% | +72.7% | +103.2% | +40.0% |
| 10Y | +158.7% | +310.0% | -151.3% | -59.3% |
| All | +151.7% | +798.5% | -646.8% | -87.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling