-58.8%
TBCH vs VOO
+80.3%
-139.2%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.0% |
| 7D | -5.4% | -2.0% | -3.5% | -2.2% |
| 30D | -8.1% | -1.7% | -6.4% | -5.3% |
| 3M | -9.7% | +4.7% | -14.4% | -15.8% |
| 6M | -12.5% | +12.6% | -25.0% | -27.5% |
| YTD | -15.6% | +11.8% | -27.4% | -29.3% |
| 1Y | -21.0% | +17.5% | -38.6% | -39.0% |
| 3Y | +20.0% | +77.0% | -57.0% | -50.4% |
| 5Y | -58.8% | +82.6% | -141.4% | -83.4% |
| All | -58.8% | +80.3% | -139.2% | -83.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling