+99.9%
TCHP vs VOO
+150.8%
-50.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | +0.1% |
| 7D | +0.3% | -0.4% | +0.6% | +0.7% |
| 30D | -2.0% | -1.4% | -0.6% | -0.2% |
| 3M | +0.4% | +3.7% | -3.3% | -4.1% |
| 6M | +7.6% | +13.0% | -5.5% | -8.0% |
| YTD | +1.1% | +12.4% | -11.4% | -12.9% |
| 1Y | +5.2% | +18.6% | -13.4% | -15.3% |
| 3Y | +77.8% | +78.1% | -0.2% | -14.9% |
| 5Y | +49.1% | +82.3% | -33.2% | -29.3% |
| All | +99.9% | +150.8% | -50.9% | -35.4% |
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