+5.5%
TCAL vs VOO
+37.1%
-31.6%
-7.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | -0.7% |
| 7D | -1.0% | +0.5% | -1.5% | -1.1% |
| 30D | -1.5% | -0.9% | -0.6% | -1.2% |
| 3M | +6.3% | +3.9% | +2.4% | +4.9% |
| 6M | +2.5% | +14.5% | -12.1% | -2.7% |
| YTD | +3.9% | +13.0% | -9.1% | -0.9% |
| 1Y | +4.1% | +19.4% | -15.3% | -2.9% |
| All | +5.5% | +37.1% | -31.6% | -7.3% |
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