-12.5%
TBX vs VOO
+656.3%
-668.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | +0.2% |
| 7D | +1.4% | -0.8% | +2.1% | +1.4% |
| 30D | +2.1% | -1.1% | +3.2% | +2.2% |
| 3M | +4.0% | +3.9% | +0.2% | +3.7% |
| 6M | +6.3% | +13.6% | -7.3% | +5.1% |
| YTD | +7.0% | +12.7% | -5.7% | +5.8% |
| 1Y | +8.9% | +17.6% | -8.7% | +7.3% |
| 3Y | +12.9% | +77.3% | -64.4% | +6.8% |
| 5Y | +42.2% | +84.1% | -41.9% | +33.8% |
| 10Y | +27.3% | +323.5% | -296.2% | +3.9% |
| All | -12.5% | +656.3% | -668.8% | -36.2% |
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 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