+63.3%
TGEN vs VOO
+80.3%
-17.0%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.3% |
| 7D | -0.7% | -2.0% | +1.3% | +1.6% |
| 30D | -25.4% | -1.7% | -23.7% | -23.8% |
| 3M | -43.0% | +4.7% | -47.8% | -45.5% |
| 6M | +7.8% | +12.6% | -4.7% | -1.8% |
| YTD | -38.7% | +11.8% | -50.4% | -43.7% |
| 1Y | -57.7% | +17.5% | -75.3% | -62.5% |
| 3Y | +218.9% | +77.0% | +142.0% | +123.3% |
| 5Y | +63.3% | +82.6% | -19.2% | +22.4% |
| All | +63.3% | +80.3% | -17.0% | +22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling