+29.7%
TYO vs VOO
+315.3%
-285.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +0.9% |
| 7D | +1.3% | -0.4% | +1.6% | +1.3% |
| 30D | +3.1% | -1.4% | +4.5% | +3.3% |
| 3M | +6.9% | +3.7% | +3.2% | +6.3% |
| 6M | +17.6% | +13.0% | +4.6% | +15.5% |
| YTD | +16.0% | +12.4% | +3.6% | +14.0% |
| 1Y | +20.0% | +18.6% | +1.4% | +16.9% |
| 3Y | +17.6% | +78.1% | -60.4% | +6.6% |
| 5Y | +110.8% | +82.3% | +28.6% | +90.0% |
| 10Y | +29.7% | +322.5% | -292.9% | -11.9% |
| All | +29.7% | +315.3% | -285.6% | -11.9% |
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 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