+146.8%
TY vs VOO
+317.9%
-171.1%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | -0.3% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -1.4% | -3.3% | +1.9% | +1.3% |
| 3M | -3.2% | -2.4% | -0.8% | -1.4% |
| 6M | +3.2% | +2.6% | +0.6% | +0.7% |
| YTD | +9.4% | +11.3% | -1.9% | -0.2% |
| 1Y | +6.7% | +13.4% | -6.7% | -4.2% |
| 3Y | +49.0% | +80.3% | -31.3% | -9.8% |
| 5Y | +18.7% | +72.7% | -54.0% | -25.9% |
| 10Y | +146.8% | +310.0% | -163.2% | -25.1% |
| All | +146.8% | +317.9% | -171.1% | -25.1% |
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