+41.5%
TBBK vs VOO
+77.4%
-35.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.5% |
| 7D | -24.3% | -0.8% | -23.5% | -23.4% |
| 30D | -27.2% | -1.1% | -26.1% | -26.0% |
| 3M | -10.4% | +3.9% | -14.3% | -14.8% |
| 6M | -4.0% | +13.6% | -17.6% | -19.5% |
| YTD | -25.0% | +12.7% | -37.7% | -36.1% |
| 1Y | -34.0% | +17.6% | -51.5% | -46.7% |
| 3Y | +41.5% | +77.3% | -35.8% | -28.5% |
| All | +41.5% | +77.4% | -35.9% | -28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling