+149.0%
TS vs VOO
+777.9%
-628.8%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +3.8% |
| 7D | -2.4% | -2.7% | +0.3% | +0.2% |
| 30D | +5.9% | -5.4% | +11.3% | +12.1% |
| 3M | +10.2% | -4.1% | +14.3% | +14.7% |
| 6M | -3.9% | +0.7% | -4.6% | -5.5% |
| YTD | +56.1% | +8.7% | +47.3% | +40.2% |
| 1Y | +47.7% | +11.0% | +36.7% | +29.3% |
| 3Y | +84.2% | +75.5% | +8.7% | -6.2% |
| 5Y | +181.6% | +68.4% | +113.3% | +47.0% |
| 10Y | +172.9% | +315.7% | -142.7% | -58.3% |
| All | +149.0% | +777.9% | -628.8% | -87.7% |
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