+4.8%
TCAL vs VOO
+36.5%
-31.6%
-7.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -1.8% | -0.4% | -1.4% | -1.6% |
| 30D | -2.3% | -1.4% | -0.9% | -1.9% |
| 3M | +4.2% | +3.7% | +0.5% | +2.9% |
| 6M | +1.6% | +13.0% | -11.4% | -3.0% |
| YTD | +3.2% | +12.4% | -9.3% | -1.4% |
| 1Y | +3.6% | +18.6% | -15.0% | -3.1% |
| All | +4.8% | +36.5% | -31.6% | -7.8% |
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