-13.7%
TCPA vs VOO
+14.4%
-28.1%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | -3.3% | +2.6% | -5.9% | -4.0% |
| 30D | +4.1% | -2.0% | +6.1% | +4.6% |
| 3M | -7.7% | -2.8% | -4.9% | -7.1% |
| 6M | -11.2% | +2.2% | -13.3% | -11.7% |
| YTD | -13.2% | +11.5% | -24.7% | -16.3% |
| 1Y | -13.3% | +13.5% | -26.8% | -16.8% |
| All | -13.7% | +14.4% | -28.1% | -17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling