+82.3%
VOO vs T
+66.9%
+15.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | +0.5% | -1.5% | +2.1% | +0.7% |
| 30D | -0.9% | +7.6% | -8.5% | -1.8% |
| 3M | +3.9% | +15.3% | -11.4% | +2.0% |
| 6M | +14.5% | -8.5% | +23.0% | +15.9% |
| YTD | +13.0% | +6.8% | +6.2% | +11.4% |
| 1Y | +19.4% | -7.2% | +26.7% | +20.5% |
| 3Y | +78.9% | +108.2% | -29.4% | +51.6% |
| 5Y | +82.3% | +66.1% | +16.2% | +67.8% |
| All | +82.3% | +66.9% | +15.4% | +67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling