+17.7%
TDC vs VOO
+311.2%
-293.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +3.1% |
| 7D | +4.5% | +3.3% | +1.2% | +1.0% |
| 30D | +12.1% | -2.7% | +14.8% | +15.4% |
| 3M | +27.8% | -1.7% | +29.6% | +30.2% |
| 6M | +7.7% | +3.1% | +4.6% | +4.3% |
| YTD | +12.3% | +11.9% | +0.3% | +0.1% |
| 1Y | +23.1% | +12.1% | +11.1% | +9.7% |
| 3Y | -26.8% | +78.6% | -105.4% | -58.9% |
| 5Y | -29.7% | +73.8% | -103.5% | -59.2% |
| All | +17.7% | +311.2% | -293.5% | -75.0% |
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 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