+25.9%
TYO vs VOO
+309.6%
-283.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | +6.3% | +2.6% | +3.8% | +6.0% |
| 30D | -1.0% | -2.0% | +0.9% | -0.8% |
| 3M | +11.6% | -2.8% | +14.4% | +12.0% |
| 6M | +15.7% | +2.2% | +13.6% | +15.3% |
| YTD | +23.8% | +11.5% | +12.2% | +21.6% |
| 1Y | +26.3% | +13.5% | +12.8% | +23.8% |
| 3Y | +15.1% | +78.1% | -62.9% | +4.3% |
| 5Y | +112.9% | +73.1% | +39.8% | +94.8% |
| All | +25.9% | +309.6% | -283.8% | -19.6% |
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