-32.0%
TDC vs VOO
+75.1%
-107.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | 0.0% |
| 7D | -3.8% | -0.9% | -2.9% | -2.8% |
| 30D | +8.5% | -2.3% | +10.8% | +11.5% |
| 3M | +23.9% | -1.2% | +25.1% | +25.5% |
| 6M | +3.0% | +3.3% | -0.3% | -0.9% |
| YTD | +9.3% | +12.3% | -3.0% | -4.3% |
| 1Y | +18.7% | +12.5% | +6.2% | +3.7% |
| 3Y | -28.7% | +79.2% | -107.9% | -63.0% |
| 5Y | -32.0% | +75.7% | -107.7% | -63.2% |
| All | -32.0% | +75.1% | -107.1% | -63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling