+144.2%
TY vs VOO
+306.9%
-162.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | -0.3% | -0.6% | +0.3% | +0.1% |
| 30D | -2.1% | -3.6% | +1.6% | +0.8% |
| 3M | -4.1% | -2.7% | -1.3% | -2.0% |
| 6M | +2.5% | +2.2% | +0.2% | +0.3% |
| YTD | +8.6% | +10.9% | -2.3% | -0.6% |
| 1Y | +4.7% | +11.3% | -6.6% | -4.5% |
| 3Y | +45.8% | +76.9% | -31.1% | -10.3% |
| 5Y | +18.5% | +73.5% | -55.1% | -26.4% |
| 10Y | +144.2% | +307.7% | -163.5% | -25.5% |
| All | +144.2% | +306.9% | -162.7% | -25.5% |
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 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