+36.8%
TG vs VOO
+77.0%
-40.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.8% |
| 7D | +0.9% | -0.4% | +1.3% | +1.3% |
| 30D | -7.8% | -1.4% | -6.4% | -6.4% |
| 3M | -3.4% | +3.7% | -7.1% | -7.6% |
| 6M | -6.0% | +13.0% | -19.0% | -18.4% |
| YTD | +7.7% | +12.4% | -4.8% | -5.9% |
| 1Y | +0.1% | +18.6% | -18.5% | -17.3% |
| All | +36.8% | +77.0% | -40.2% | -31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling