+101.0%
TU vs VOO
+812.0%
-711.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | +0.1% |
| 7D | 0.0% | +0.5% | -0.5% | -0.3% |
| 30D | -0.7% | -0.9% | +0.2% | -0.2% |
| 3M | -18.7% | +3.9% | -22.6% | -20.7% |
| 6M | -26.1% | +14.5% | -40.7% | -32.0% |
| YTD | -23.2% | +13.0% | -36.1% | -28.7% |
| 1Y | -38.4% | +19.4% | -57.8% | -44.8% |
| 3Y | -31.9% | +78.9% | -110.8% | -53.5% |
| 5Y | -46.1% | +82.3% | -128.4% | -64.1% |
| 10Y | -4.3% | +314.2% | -318.5% | -62.8% |
| All | +101.0% | +812.0% | -711.0% | -53.4% |
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