+16.9%
TYO vs VOO
+77.0%
-60.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +0.8% |
| 7D | +1.3% | -0.4% | +1.6% | +1.2% |
| 30D | +3.1% | -1.4% | +4.5% | +3.0% |
| 3M | +6.9% | +3.7% | +3.2% | +7.3% |
| 6M | +17.6% | +13.0% | +4.6% | +18.9% |
| YTD | +16.0% | +12.4% | +3.6% | +17.3% |
| 1Y | +20.0% | +18.6% | +1.4% | +21.6% |
| All | +16.9% | +77.0% | -60.1% | +38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling