+18.3%
TFPN vs VOO
+76.3%
-57.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +2.6% | +2.6% | 0.0% | +1.4% |
| 30D | -3.2% | -2.0% | -1.2% | -2.4% |
| 3M | -2.7% | -2.8% | 0.0% | -1.6% |
| 6M | -9.9% | +2.2% | -12.0% | -10.7% |
| YTD | +13.1% | +11.5% | +1.5% | +8.0% |
| 1Y | +15.3% | +13.5% | +1.8% | +9.4% |
| 3Y | +18.0% | +78.1% | -60.0% | +2.7% |
| All | +18.3% | +76.3% | -57.9% | +3.9% |
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