+462.8%
TY vs VOO
+817.1%
-354.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 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% | +1.6% |
| 6M | +10.9% | +13.0% | -2.1% | -0.2% |
| YTD | +12.6% | +13.6% | -1.0% | +0.9% |
| 1Y | +11.2% | +20.1% | -8.8% | -4.9% |
| 3Y | +45.8% | +77.6% | -31.7% | -11.1% |
| 5Y | +24.9% | +82.4% | -57.5% | -26.2% |
| 10Y | +151.6% | +316.8% | -165.3% | -28.5% |
| All | +462.8% | +817.1% | -354.3% | -23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling