+79.5%
TCBX vs VOO
+73.8%
+5.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.9% |
| 7D | +0.2% | -0.4% | +0.5% | +0.4% |
| 30D | +1.4% | -1.4% | +2.8% | +2.5% |
| 3M | +12.3% | +3.7% | +8.5% | +8.7% |
| 6M | +17.3% | +13.0% | +4.3% | +5.9% |
| YTD | +18.1% | +12.4% | +5.7% | +7.1% |
| 1Y | +14.5% | +18.6% | -4.1% | -0.7% |
| 3Y | +138.7% | +78.1% | +60.6% | +54.9% |
| All | +79.5% | +73.8% | +5.8% | +14.2% |
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