-15.2%
TSQ vs VOO
+325.3%
-340.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.6% |
| 7D | -7.1% | -0.8% | -6.3% | -6.4% |
| 30D | -7.8% | -1.1% | -6.7% | -6.8% |
| 3M | -17.4% | +3.9% | -21.3% | -20.4% |
| 6M | -23.9% | +13.6% | -37.6% | -32.3% |
| YTD | +11.8% | +12.7% | -0.9% | +0.2% |
| 1Y | -15.4% | +17.6% | -33.0% | -27.3% |
| 3Y | -25.1% | +77.3% | -102.4% | -55.9% |
| 5Y | -42.3% | +84.1% | -126.5% | -67.8% |
| All | -15.2% | +325.3% | -340.5% | -80.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling