+312.2%
VOO vs T
+60.4%
+251.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.2% |
| 7D | +3.3% | +1.6% | +1.6% | +2.8% |
| 30D | -2.7% | -2.9% | +0.2% | -2.1% |
| 3M | -1.7% | -7.5% | +5.8% | -0.1% |
| 6M | +3.1% | -9.9% | +13.0% | +5.2% |
| YTD | +11.9% | -6.4% | +18.4% | +12.0% |
| 1Y | +12.1% | -9.4% | +21.5% | +13.3% |
| 3Y | +78.6% | +64.9% | +13.7% | +40.7% |
| 5Y | +73.8% | +57.0% | +16.8% | +35.4% |
| All | +312.2% | +60.4% | +251.9% | +225.6% |
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