+310.7%
VOO vs T
+60.4%
+250.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.6% | +2.5% | 0.0% | +1.8% |
| 30D | -2.0% | -3.8% | +1.8% | -1.2% |
| 3M | -2.8% | -8.7% | +6.0% | -0.8% |
| 6M | +2.2% | -8.1% | +10.3% | +3.6% |
| YTD | +11.5% | -6.4% | +18.0% | +11.6% |
| 1Y | +13.5% | -9.8% | +23.2% | +14.9% |
| 3Y | +78.1% | +65.5% | +12.6% | +40.1% |
| 5Y | +73.1% | +57.0% | +16.2% | +34.9% |
| All | +310.7% | +60.4% | +250.3% | +224.3% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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