+81.2%
TDS vs VOO
+78.5%
+2.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.5% |
| 7D | -4.5% | +2.6% | -7.0% | -6.5% |
| 30D | -7.5% | -2.0% | -5.5% | -5.9% |
| 3M | -10.3% | -2.8% | -7.5% | -8.1% |
| 6M | -25.5% | +2.2% | -27.7% | -26.9% |
| YTD | -23.2% | +11.5% | -34.7% | -30.2% |
| 1Y | -18.5% | +13.5% | -32.0% | -27.2% |
| 3Y | +81.2% | +78.1% | +3.1% | -18.7% |
| All | +81.2% | +78.5% | +2.7% | -18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling