-32.2%
TGEN vs VOO
+325.3%
-357.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.2% |
| 7D | -2.6% | -0.8% | -1.8% | -2.1% |
| 30D | -23.9% | -1.1% | -22.9% | -23.4% |
| 3M | -46.6% | +3.9% | -50.5% | -47.5% |
| 6M | +7.8% | +13.6% | -5.9% | +2.5% |
| YTD | -38.3% | +12.7% | -51.0% | -41.0% |
| 1Y | -57.0% | +17.6% | -74.6% | -59.4% |
| 3Y | +221.1% | +77.3% | +143.7% | +170.4% |
| 5Y | +64.4% | +84.1% | -19.7% | +37.2% |
| All | -32.2% | +325.3% | -357.5% | -42.0% |
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