+31.7%
TCV vs VOO
+24.1%
+7.6%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -1.5% |
| 7D | -0.2% | +0.5% | -0.8% | -0.7% |
| 30D | -1.7% | -0.9% | -0.8% | -0.8% |
| 3M | +3.3% | +3.9% | -0.6% | -0.5% |
| 6M | +18.4% | +14.5% | +3.9% | +3.0% |
| YTD | +26.7% | +13.0% | +13.7% | +12.2% |
| 1Y | +27.6% | +19.4% | +8.1% | +4.3% |
| All | +31.7% | +24.1% | +7.6% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling