-58.3%
TGEN vs VOO
+309.6%
-367.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -0.4% | -13.6% | -13.7% |
| 7D | +11.0% | +2.6% | +8.5% | +9.4% |
| 30D | -17.0% | -2.0% | -15.0% | -15.6% |
| 3M | -54.4% | -2.8% | -51.6% | -53.4% |
| 6M | -62.3% | +2.2% | -64.5% | -62.3% |
| YTD | -61.3% | +11.5% | -72.9% | -62.6% |
| 1Y | -72.5% | +13.5% | -86.0% | -73.5% |
| 3Y | +119.5% | +78.1% | +41.5% | +87.0% |
| 5Y | +14.4% | +73.1% | -58.8% | -2.6% |
| All | -58.3% | +309.6% | -367.9% | -54.6% |
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