-63.2%
TBT vs VOO
+800.4%
-863.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +6.6% | +2.6% | +4.0% | +5.3% |
| 30D | -1.7% | -2.0% | +0.3% | -0.9% |
| 3M | +7.3% | -2.8% | +10.1% | +8.4% |
| 6M | +12.4% | +2.2% | +10.3% | +10.8% |
| YTD | +17.8% | +11.5% | +6.3% | +11.3% |
| 1Y | +23.6% | +13.5% | +10.1% | +15.6% |
| 3Y | +15.8% | +78.1% | -62.3% | -15.4% |
| 5Y | +171.6% | +73.1% | +98.4% | +96.7% |
| 10Y | +23.8% | +310.7% | -287.0% | -58.0% |
| All | -63.2% | +800.4% | -863.6% | -94.7% |
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