-8.3%
TDC vs VOO
+325.3%
-333.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +0.9% | +0.9% |
| 7D | -0.7% | -0.8% | 0.0% | +0.1% |
| 30D | +4.1% | -1.1% | +5.2% | +5.3% |
| 3M | -15.1% | +3.9% | -19.0% | -18.4% |
| 6M | +2.0% | +13.6% | -11.6% | -10.7% |
| YTD | -8.5% | +12.7% | -21.3% | -19.0% |
| 1Y | +29.2% | +17.6% | +11.6% | +9.7% |
| 3Y | -37.3% | +77.3% | -114.6% | -64.7% |
| 5Y | -45.5% | +84.1% | -129.7% | -70.2% |
| All | -8.3% | +325.3% | -333.6% | -81.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling