+97.5%
TDS vs VOO
+817.1%
-719.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +12.4% | +0.1% | +12.3% | +12.4% |
| 30D | +6.9% | +0.1% | +6.8% | +6.9% |
| 3M | -4.5% | +2.0% | -6.5% | -6.5% |
| 6M | -16.0% | +13.0% | -29.0% | -25.4% |
| YTD | -7.6% | +13.6% | -21.1% | -18.4% |
| 1Y | -3.8% | +20.1% | -23.8% | -19.4% |
| 3Y | +84.6% | +77.6% | +7.0% | +6.5% |
| 5Y | +113.8% | +82.4% | +31.4% | +16.5% |
| 10Y | +78.3% | +316.8% | -238.5% | -61.0% |
| All | +97.5% | +817.1% | -719.6% | -83.3% |
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 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