+827.8%
VOO vs TLT
+25.9%
+801.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.3% |
| 7D | +0.1% | -0.4% | +0.5% | 0.0% |
| 30D | +0.1% | -0.6% | +0.6% | -0.1% |
| 3M | +2.0% | -2.7% | +4.7% | +1.1% |
| 6M | +13.0% | -5.6% | +18.7% | +11.0% |
| YTD | +13.6% | -2.8% | +16.4% | +12.6% |
| 1Y | +20.1% | -1.4% | +21.5% | +19.6% |
| 3Y | +77.6% | -1.6% | +79.1% | +77.0% |
| 5Y | +82.4% | -33.8% | +116.3% | +51.6% |
| 10Y | +316.8% | -21.1% | +338.0% | +288.4% |
| All | +827.8% | +25.9% | +801.9% | +1,078.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling