-63.3%
TBLA vs VOO
+92.0%
-155.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.0% | +0.7% |
| 7D | -1.6% | -0.8% | -0.8% | -0.5% |
| 30D | -2.1% | -1.1% | -1.0% | -0.5% |
| 3M | -19.7% | +3.9% | -23.6% | -23.6% |
| 6M | +17.3% | +13.6% | +3.7% | -1.1% |
| YTD | -17.6% | +12.7% | -30.3% | -29.8% |
| 1Y | +11.4% | +17.6% | -6.1% | -10.7% |
| 3Y | +3.3% | +77.3% | -74.1% | -54.6% |
| 5Y | -57.4% | +84.1% | -141.5% | -81.6% |
| All | -63.3% | +92.0% | -155.3% | -86.0% |
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