-47.9%
TU vs VOO
+82.8%
-130.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | -4.5% | -0.8% | -3.8% | -4.3% |
| 30D | -3.0% | -1.1% | -1.9% | -2.6% |
| 3M | -22.3% | +3.9% | -26.2% | -23.5% |
| 6M | -28.7% | +13.6% | -42.3% | -32.2% |
| YTD | -26.5% | +12.7% | -39.2% | -29.9% |
| 1Y | -39.5% | +17.6% | -57.1% | -43.4% |
| 3Y | -35.3% | +77.3% | -112.6% | -51.7% |
| All | -47.9% | +82.8% | -130.7% | -63.5% |
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