+62.9%
TBG vs VOO
+80.3%
-17.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.3% |
| 7D | -3.4% | -2.0% | -1.4% | -2.4% |
| 30D | -2.9% | -1.7% | -1.2% | -2.0% |
| 3M | +2.7% | +4.7% | -2.1% | -0.1% |
| 6M | +7.4% | +12.6% | -5.2% | +0.1% |
| YTD | +14.6% | +11.8% | +2.9% | +7.2% |
| 1Y | +16.3% | +17.5% | -1.2% | +5.4% |
| All | +62.9% | +80.3% | -17.4% | +11.0% |
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