-50.6%
TDC vs VOO
+81.6%
-132.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +0.9% |
| 7D | -1.4% | -0.4% | -1.1% | -1.0% |
| 30D | +0.6% | -1.4% | +2.0% | +2.3% |
| 3M | -16.8% | +3.7% | -20.5% | -20.3% |
| 6M | -2.4% | +13.0% | -15.4% | -15.3% |
| YTD | -8.5% | +12.4% | -20.9% | -19.8% |
| 1Y | +32.3% | +18.6% | +13.7% | +9.4% |
| 3Y | -36.8% | +78.1% | -114.9% | -66.7% |
| 5Y | -50.6% | +82.3% | -132.9% | -74.1% |
| All | -50.6% | +81.6% | -132.2% | -74.1% |
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 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