-30.6%
TG vs VOO
+325.3%
-355.9%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.1% | -4.2% |
| 7D | -7.7% | -0.8% | -7.0% | -6.9% |
| 30D | -11.4% | -1.1% | -10.3% | -10.4% |
| 3M | -10.5% | +3.9% | -14.4% | -14.6% |
| 6M | -7.5% | +13.6% | -21.1% | -20.0% |
| YTD | -0.3% | +12.7% | -13.0% | -12.9% |
| 1Y | -10.5% | +17.6% | -28.1% | -25.2% |
| 3Y | +26.7% | +77.3% | -50.6% | -32.8% |
| 5Y | -37.0% | +84.1% | -121.1% | -68.7% |
| All | -30.6% | +325.3% | -355.9% | -90.8% |
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