+322.5%
VOO vs TER
+1,819.9%
-1,497.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.1% | -3.6% | -1.2% |
| 7D | -0.4% | +12.4% | -12.7% | -3.2% |
| 30D | -1.4% | +5.1% | -6.5% | -3.0% |
| 3M | +3.7% | +4.0% | -0.2% | -0.1% |
| 6M | +13.0% | +29.5% | -16.5% | +0.4% |
| YTD | +12.4% | +98.5% | -86.0% | -12.3% |
| 1Y | +18.6% | +234.1% | -215.5% | -21.5% |
| 3Y | +78.1% | +289.0% | -211.0% | +5.8% |
| 5Y | +82.3% | +228.2% | -145.9% | +8.8% |
| 10Y | +322.5% | +1,895.7% | -1,573.1% | +39.6% |
| All | +322.5% | +1,819.9% | -1,497.4% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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