-32.0%
TCPC vs VOO
+20.9%
-52.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | +16.3% | +0.1% | +16.2% | +16.3% |
| 3M | +12.1% | +2.0% | +10.1% | +10.7% |
| 6M | +8.5% | +13.0% | -4.5% | -2.4% |
| YTD | -18.1% | +13.6% | -31.7% | -26.4% |
| 1Y | -32.0% | +20.1% | -52.0% | -39.0% |
| All | -32.0% | +20.9% | -52.9% | -39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling