-52.2%
TG vs VOO
+311.2%
-363.4%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.3% |
| 7D | -19.2% | +3.3% | -22.4% | -22.0% |
| 30D | -25.2% | -2.7% | -22.5% | -23.0% |
| 3M | -29.6% | -1.7% | -27.8% | -28.4% |
| 6M | -32.3% | +3.1% | -35.5% | -34.9% |
| YTD | -20.8% | +11.9% | -32.7% | -30.3% |
| 1Y | -32.1% | +12.1% | -44.2% | -40.4% |
| 3Y | +29.0% | +78.6% | -49.6% | -31.8% |
| 5Y | -51.5% | +73.8% | -125.3% | -73.9% |
| All | -52.2% | +311.2% | -363.4% | -92.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling