+122.0%
TDS vs VOO
+81.6%
+40.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.2% |
| 7D | +5.6% | -0.4% | +6.0% | +5.9% |
| 30D | +12.4% | -1.4% | +13.8% | +13.5% |
| 3M | -3.6% | +3.7% | -7.3% | -5.9% |
| 6M | -15.4% | +13.0% | -28.4% | -22.1% |
| YTD | -7.4% | +12.4% | -19.8% | -14.5% |
| 1Y | -1.3% | +18.6% | -19.9% | -12.0% |
| 3Y | +117.7% | +78.1% | +39.6% | +53.4% |
| 5Y | +122.0% | +82.3% | +39.8% | +51.7% |
| All | +122.0% | +81.6% | +40.5% | +51.7% |
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 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