+47.1%
TCAI vs VOO
+22.0%
+25.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.3% | +5.1% | +3.4% |
| 7D | +4.7% | -0.9% | +5.6% | +7.7% |
| 30D | -19.3% | -2.3% | -17.0% | -13.9% |
| 3M | -21.5% | -1.2% | -20.4% | -18.3% |
| 6M | -26.2% | +3.3% | -29.6% | -29.7% |
| YTD | +24.9% | +12.3% | +12.6% | +1.6% |
| 1Y | +17.5% | +12.5% | +5.0% | -4.5% |
| All | +47.1% | +22.0% | +25.1% | +6.6% |
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