+170.6%
TDV vs VOO
+171.8%
-1.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -2.1% | -2.0% | -0.1% | 0.0% |
| 30D | -3.6% | -1.7% | -1.9% | -1.9% |
| 3M | +0.7% | +4.7% | -4.0% | -4.0% |
| 6M | +15.8% | +12.6% | +3.3% | +2.4% |
| YTD | +15.8% | +11.8% | +4.0% | +3.2% |
| 1Y | +17.7% | +17.5% | +0.2% | -0.4% |
| 3Y | +59.2% | +77.0% | -17.7% | -11.6% |
| 5Y | +71.9% | +82.6% | -10.7% | -7.3% |
| All | +170.6% | +171.8% | -1.2% | -3.5% |
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