+17.5%
VOO vs TER
+222.9%
-205.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | -0.3% |
| 7D | -2.0% | +9.4% | -11.4% | -2.8% |
| 30D | -1.7% | -2.4% | +0.8% | -1.6% |
| 3M | +4.7% | +6.5% | -1.8% | +2.9% |
| 6M | +12.6% | +23.2% | -10.6% | +7.7% |
| YTD | +11.8% | +91.5% | -79.7% | +2.2% |
| 1Y | +17.5% | +214.8% | -197.3% | +3.7% |
| All | +17.5% | +222.9% | -205.3% | +3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling