+45.3%
TBT vs VOO
+325.3%
-280.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | +3.5% | -0.8% | +4.3% | +3.6% |
| 30D | +2.9% | -1.1% | +3.9% | +3.1% |
| 3M | +12.4% | +3.9% | +8.5% | +11.4% |
| 6M | +14.6% | +13.6% | +1.0% | +11.3% |
| YTD | +14.3% | +12.7% | +1.6% | +11.1% |
| 1Y | +22.3% | +17.6% | +4.8% | +17.7% |
| 3Y | +26.0% | +77.3% | -51.3% | +7.7% |
| 5Y | +163.1% | +84.1% | +79.0% | +120.2% |
| All | +45.3% | +325.3% | -280.0% | -22.2% |
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