+7.9%
TUSB vs VOO
+25.9%
-18.1%
-0.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +0.3% | -3.3% | +3.6% | +0.3% |
| 3M | +0.9% | -2.4% | +3.3% | +0.9% |
| 6M | +2.0% | +2.6% | -0.6% | +2.0% |
| YTD | +3.6% | +11.3% | -7.7% | +3.5% |
| 1Y | +4.2% | +13.4% | -9.2% | +4.1% |
| All | +7.9% | +25.9% | -18.1% | +7.6% |
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