-98.7%
TC vs VOO
+80.9%
-179.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.7% |
| 7D | -5.7% | +0.1% | -5.9% | -5.8% |
| 30D | -3.9% | +0.1% | -4.0% | -3.9% |
| 3M | -77.5% | +2.0% | -79.5% | -77.6% |
| 6M | -82.1% | +13.0% | -95.1% | -82.8% |
| YTD | -71.7% | +13.6% | -85.3% | -72.9% |
| 1Y | -84.2% | +20.1% | -104.2% | -85.0% |
| All | -98.7% | +80.9% | -179.6% | -99.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling