+79.9%
TBN vs VOO
+43.7%
+36.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -0.8% |
| 7D | -0.8% | -0.8% | 0.0% | -0.5% |
| 30D | +7.6% | -1.1% | +8.7% | +8.0% |
| 3M | +16.3% | +3.9% | +12.4% | +14.5% |
| 6M | +27.9% | +13.6% | +14.3% | +21.1% |
| YTD | +43.7% | +12.7% | +31.0% | +36.5% |
| 1Y | +78.0% | +17.6% | +60.4% | +65.5% |
| All | +79.9% | +43.7% | +36.2% | +48.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling