-11.2%
TG vs VOO
+817.1%
-828.3%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.8% |
| 7D | -0.5% | +0.1% | -0.6% | -0.7% |
| 30D | -0.1% | +0.1% | -0.2% | -0.2% |
| 3M | -2.3% | +2.0% | -4.3% | -5.1% |
| 6M | -17.2% | +13.0% | -30.2% | -29.3% |
| YTD | +8.1% | +13.6% | -5.5% | -8.2% |
| 1Y | +0.5% | +20.1% | -19.6% | -20.2% |
| 3Y | +49.2% | +77.6% | -28.3% | -28.2% |
| 5Y | -34.7% | +82.4% | -117.2% | -70.7% |
| 10Y | -29.1% | +316.8% | -346.0% | -90.7% |
| All | -11.2% | +817.1% | -828.3% | -97.2% |
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