+18.5%
TY vs VOO
+72.8%
-54.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +0.6% |
| 3M | -4.1% | -2.7% | -1.3% | -2.1% |
| 6M | +2.5% | +2.2% | +0.2% | +0.5% |
| YTD | +8.6% | +10.9% | -2.3% | -0.1% |
| 1Y | +4.7% | +11.3% | -6.6% | -4.0% |
| 3Y | +45.8% | +76.9% | -31.1% | -7.7% |
| 5Y | +18.5% | +73.5% | -55.1% | -24.4% |
| All | +18.5% | +72.8% | -54.3% | -24.4% |
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