+452.2%
TCBK vs VOO
+812.0%
-359.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | +2.4% | +0.5% | +1.9% | +1.9% |
| 30D | -5.8% | -0.9% | -4.8% | -4.9% |
| 3M | +6.5% | +3.9% | +2.6% | +2.0% |
| 6M | +15.0% | +14.5% | +0.5% | -0.5% |
| YTD | +15.6% | +13.0% | +2.7% | +1.4% |
| 1Y | +21.3% | +19.4% | +1.8% | +0.4% |
| 3Y | +82.3% | +78.9% | +3.4% | -0.6% |
| 5Y | +56.1% | +82.3% | -26.2% | -18.2% |
| 10Y | +157.2% | +314.2% | -157.0% | -49.4% |
| All | +452.2% | +812.0% | -359.8% | -69.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling