-25.9%
TBPH vs VOO
+402.4%
-428.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.8% |
| 7D | -0.4% | -0.8% | +0.4% | +0.2% |
| 30D | +0.5% | -1.1% | +1.6% | +1.4% |
| 3M | +3.2% | +3.9% | -0.7% | -0.6% |
| 6M | +23.2% | +13.6% | +9.5% | +9.5% |
| YTD | -9.1% | +12.7% | -21.8% | -18.5% |
| 1Y | +24.2% | +17.6% | +6.6% | +7.2% |
| 3Y | +68.8% | +77.3% | -8.6% | -1.0% |
| 5Y | +101.1% | +84.1% | +16.9% | +11.8% |
| 10Y | -44.0% | +323.5% | -367.5% | -88.9% |
| All | -25.9% | +402.4% | -428.3% | -85.7% |
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