+72.7%
VOO vs T
+55.0%
+17.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.6% | +2.3% |
| 7D | +0.1% | +1.7% | -1.6% | -0.1% |
| 30D | -3.3% | -1.7% | -1.6% | -3.2% |
| 3M | -2.4% | -7.3% | +4.9% | -1.8% |
| 6M | +2.6% | -11.2% | +13.8% | +3.7% |
| YTD | +11.3% | -8.1% | +19.3% | +11.4% |
| 1Y | +13.4% | -8.0% | +21.5% | +13.6% |
| 3Y | +80.3% | +62.1% | +18.2% | +59.6% |
| 5Y | +72.7% | +55.7% | +17.0% | +56.6% |
| All | +72.7% | +55.0% | +17.7% | +56.6% |
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 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