-23.9%
TBBK vs VOO
+14.7%
-38.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | -0.3% |
| 7D | -6.1% | -0.7% | -5.4% | -5.3% |
| 30D | -2.0% | -1.1% | -1.0% | -0.9% |
| 3M | -34.3% | -0.3% | -34.0% | -34.0% |
| 6M | -19.2% | +7.4% | -26.6% | -26.0% |
| YTD | -29.9% | +13.4% | -43.2% | -39.4% |
| 1Y | -23.9% | +14.8% | -38.7% | -35.1% |
| All | -23.9% | +14.7% | -38.5% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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