+124.5%
TDS vs VOO
+77.8%
+46.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.7% |
| 7D | +12.8% | +0.5% | +12.3% | +12.4% |
| 30D | +15.0% | -0.9% | +15.9% | +16.0% |
| 3M | -3.2% | +3.9% | -7.1% | -6.4% |
| 6M | -15.4% | +14.5% | -29.9% | -25.1% |
| YTD | -7.3% | +13.0% | -20.3% | -17.0% |
| 1Y | -0.8% | +19.4% | -20.2% | -15.5% |
| All | +124.5% | +77.8% | +46.7% | +21.3% |
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