+1,750.0%
TGB vs VOO
+325.3%
+1,424.7%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.3% |
| 7D | -3.7% | -0.8% | -2.9% | -2.6% |
| 30D | -6.8% | -1.1% | -5.7% | -5.3% |
| 3M | +18.8% | +3.9% | +14.9% | +13.8% |
| 6M | +10.7% | +13.6% | -2.9% | -4.0% |
| YTD | +43.8% | +12.7% | +31.1% | +26.3% |
| 1Y | +132.6% | +17.6% | +115.0% | +94.7% |
| 3Y | +503.0% | +77.3% | +425.6% | +210.6% |
| 5Y | +326.2% | +84.1% | +242.1% | +116.0% |
| All | +1,750.0% | +325.3% | +1,424.7% | +172.9% |
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 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