+217.1%
TBCH vs VOO
+325.3%
-108.2%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.8% | +7.3% | +7.1% |
| 7D | +2.6% | -0.8% | +3.4% | +3.8% |
| 30D | -0.5% | -1.1% | +0.6% | +1.1% |
| 3M | -4.3% | +3.9% | -8.2% | -8.3% |
| 6M | -4.7% | +13.6% | -18.3% | -18.4% |
| YTD | -8.7% | +12.7% | -21.4% | -21.0% |
| 1Y | -15.4% | +17.6% | -33.0% | -30.4% |
| 3Y | +29.1% | +77.3% | -48.2% | -33.1% |
| 5Y | -55.5% | +84.1% | -139.6% | -77.1% |
| All | +217.1% | +325.3% | -108.2% | -23.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling