+82.3%
VOO vs TER
+216.0%
-133.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.8% | -1.4% |
| 7D | +0.5% | +11.0% | -10.4% | -1.5% |
| 30D | -0.9% | -1.9% | +0.9% | -1.0% |
| 3M | +3.9% | -0.7% | +4.6% | +1.7% |
| 6M | +14.5% | +36.4% | -21.8% | +2.1% |
| YTD | +13.0% | +92.4% | -79.5% | -8.3% |
| 1Y | +19.4% | +213.5% | -194.1% | -15.7% |
| 3Y | +78.9% | +277.2% | -198.4% | +12.1% |
| 5Y | +82.3% | +219.1% | -136.9% | +14.4% |
| All | +82.3% | +216.0% | -133.7% | +14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling