-34.4%
TG vs VOO
+806.9%
-841.3%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -2.7% |
| 7D | -21.3% | -0.9% | -20.4% | -20.4% |
| 30D | -21.5% | -2.3% | -19.2% | -19.3% |
| 3M | -27.5% | -1.2% | -26.3% | -26.6% |
| 6M | -38.8% | +3.3% | -42.1% | -41.6% |
| YTD | -20.2% | +12.3% | -32.5% | -31.4% |
| 1Y | -29.8% | +12.5% | -42.3% | -39.9% |
| 3Y | +29.9% | +79.2% | -49.2% | -38.3% |
| 5Y | -51.9% | +75.7% | -127.6% | -77.3% |
| 10Y | -52.7% | +313.7% | -366.3% | -93.8% |
| All | -34.4% | +806.9% | -841.3% | -97.9% |
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