+26.1%
TY vs VOO
+82.6%
-56.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | 0.0% | +0.1% | -0.1% | -0.1% |
| 3M | +3.4% | +2.0% | +1.4% | +1.7% |
| 6M | +10.9% | +13.0% | -2.1% | +0.7% |
| YTD | +12.6% | +13.6% | -1.0% | +1.8% |
| 1Y | +11.2% | +20.1% | -8.8% | -3.7% |
| 3Y | +45.8% | +77.6% | -31.7% | -7.7% |
| All | +26.1% | +82.6% | -56.5% | -22.4% |
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