-15.9%
TYG vs VOO
+314.0%
-329.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.6% |
| 7D | -1.8% | +0.5% | -2.4% | -2.4% |
| 30D | +1.8% | -0.9% | +2.7% | +2.8% |
| 3M | +2.2% | +3.9% | -1.7% | -2.5% |
| 6M | -6.4% | +14.5% | -21.0% | -20.5% |
| YTD | +13.9% | +13.0% | +0.9% | -1.9% |
| 1Y | +14.1% | +19.4% | -5.4% | -8.0% |
| 3Y | +96.6% | +78.9% | +17.8% | -3.3% |
| 5Y | +158.0% | +82.3% | +75.7% | +21.2% |
| 10Y | -15.9% | +314.2% | -330.1% | -83.2% |
| All | -15.9% | +314.0% | -329.9% | -83.2% |
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