-26.3%
TBF vs VOO
+802.4%
-828.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | +1.5% | -2.0% | +3.4% | +1.9% |
| 30D | +1.8% | -1.7% | +3.5% | +2.2% |
| 3M | +5.2% | +4.7% | +0.4% | +4.0% |
| 6M | +9.5% | +12.6% | -3.0% | +6.3% |
| YTD | +8.3% | +11.8% | -3.5% | +5.2% |
| 1Y | +11.8% | +17.5% | -5.8% | +7.3% |
| 3Y | +22.0% | +77.0% | -55.0% | +4.3% |
| 5Y | +83.1% | +82.6% | +0.5% | +53.5% |
| 10Y | +43.1% | +320.0% | -276.9% | -17.9% |
| All | -26.3% | +802.4% | -828.7% | -72.8% |
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