-100.0%
TC vs VOO
+224.6%
-324.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.4% |
| 7D | -3.0% | -0.4% | -2.6% | -2.9% |
| 30D | +4.3% | -1.4% | +5.7% | +4.6% |
| 3M | -79.1% | +3.7% | -82.8% | -79.5% |
| 6M | -82.4% | +13.0% | -95.4% | -83.2% |
| YTD | -72.0% | +12.4% | -84.5% | -73.3% |
| 1Y | -84.4% | +18.6% | -103.0% | -85.4% |
| 3Y | -98.7% | +78.1% | -176.8% | -99.0% |
| 5Y | -99.7% | +82.3% | -182.0% | -99.8% |
| All | -100.0% | +224.6% | -324.6% | -100.0% |
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