+30.9%
TCAI vs VOO
+18.1%
+12.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.3% | +5.3% | +4.9% |
| 7D | -15.3% | -2.7% | -12.6% | -9.6% |
| 30D | -31.7% | -5.4% | -26.3% | -21.9% |
| 3M | -29.6% | -4.1% | -25.6% | -21.8% |
| 6M | -33.7% | +0.7% | -34.4% | -33.0% |
| YTD | +11.1% | +8.7% | +2.4% | -2.9% |
| 1Y | +2.0% | +11.0% | -8.9% | -13.4% |
| All | +30.9% | +18.1% | +12.8% | +1.9% |
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