+325.0%
TCX vs VOO
+800.4%
-475.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.6% | -4.7% |
| 7D | -7.6% | +2.6% | -10.1% | -9.2% |
| 30D | +22.3% | -2.0% | +24.3% | +23.9% |
| 3M | -2.1% | -2.8% | +0.7% | -0.2% |
| 6M | -20.7% | +2.2% | -22.9% | -22.2% |
| YTD | -47.7% | +11.5% | -59.2% | -51.9% |
| 1Y | -43.9% | +13.5% | -57.4% | -49.1% |
| 3Y | -41.8% | +78.1% | -119.9% | -61.7% |
| 5Y | -86.8% | +73.1% | -159.9% | -91.1% |
| 10Y | -62.1% | +310.7% | -372.8% | -83.8% |
| All | +325.0% | +800.4% | -475.4% | +55.5% |
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