+4,202.2%
TDG vs VOO
+807.8%
+3,394.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -2.4% | -0.4% | -2.1% | -2.0% |
| 30D | -8.0% | -1.4% | -6.6% | -6.6% |
| 3M | -10.5% | +3.7% | -14.2% | -14.1% |
| 6M | -11.9% | +13.0% | -25.0% | -23.1% |
| YTD | -15.4% | +12.4% | -27.8% | -25.7% |
| 1Y | -14.2% | +18.6% | -32.8% | -29.2% |
| 3Y | +51.0% | +78.1% | -27.0% | -21.7% |
| 5Y | +126.5% | +82.3% | +44.2% | +14.9% |
| 10Y | +535.6% | +322.5% | +213.0% | +37.1% |
| All | +4,202.2% | +807.8% | +3,394.3% | +304.9% |
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