-6.6%
TUSK vs VOO
+80.3%
-86.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.3% |
| 7D | 0.0% | -2.0% | +2.0% | +2.0% |
| 30D | -5.2% | -1.7% | -3.5% | -3.7% |
| 3M | -7.7% | +4.7% | -12.5% | -12.2% |
| 6M | +42.0% | +12.6% | +29.5% | +25.8% |
| YTD | +68.1% | +11.8% | +56.3% | +50.6% |
| 1Y | +32.9% | +17.5% | +15.4% | +13.1% |
| 3Y | -34.7% | +77.0% | -111.6% | -63.7% |
| 5Y | -6.6% | +82.6% | -89.2% | -53.0% |
| All | -6.6% | +80.3% | -86.9% | -53.0% |
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