-75.3%
TV vs VOO
+80.3%
-155.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | -10.9% | -2.0% | -8.9% | -9.0% |
| 30D | -15.4% | -1.7% | -13.7% | -13.8% |
| 3M | -15.1% | +4.7% | -19.8% | -19.2% |
| 6M | -19.4% | +12.6% | -31.9% | -29.1% |
| YTD | -18.6% | +11.8% | -30.3% | -27.9% |
| 1Y | -14.7% | +17.5% | -32.3% | -28.6% |
| 3Y | -25.3% | +77.0% | -102.3% | -61.0% |
| 5Y | -75.3% | +82.6% | -157.9% | -87.9% |
| All | -75.3% | +80.3% | -155.6% | -87.9% |
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