+310.7%
VOO vs TLT
-12.6%
+323.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.5% |
| 7D | +2.6% | -3.1% | +5.7% | +2.0% |
| 30D | -2.0% | +1.0% | -3.0% | -1.8% |
| 3M | -2.8% | -2.7% | 0.0% | -3.2% |
| 6M | +2.2% | -4.1% | +6.3% | +1.4% |
| YTD | +11.5% | -5.4% | +16.9% | +10.4% |
| 1Y | +13.5% | -7.0% | +20.5% | +12.0% |
| 3Y | +78.1% | +2.8% | +75.2% | +80.4% |
| 5Y | +73.1% | -35.4% | +108.5% | +45.2% |
| All | +310.7% | -12.6% | +323.3% | +289.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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