+72.6%
TBCH vs VOO
+739.1%
-666.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.3% |
| 7D | -3.1% | -0.4% | -2.8% | -2.8% |
| 30D | -4.4% | -1.4% | -3.1% | -2.9% |
| 3M | -7.5% | +3.7% | -11.2% | -10.5% |
| 6M | -9.4% | +13.0% | -22.4% | -19.7% |
| YTD | -13.9% | +12.4% | -26.3% | -23.3% |
| 1Y | -19.7% | +18.6% | -38.3% | -32.1% |
| 3Y | +22.4% | +78.1% | -55.7% | -28.0% |
| 5Y | -57.4% | +82.3% | -139.7% | -74.7% |
| 10Y | +205.1% | +322.5% | -117.5% | +5.3% |
| All | +72.6% | +739.1% | -666.5% | -40.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling