-50.9%
TGEN vs VOO
+403.2%
-454.1%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.8% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | -16.8% | +0.1% | -16.8% | -16.7% |
| 3M | -54.6% | +2.0% | -56.7% | -54.8% |
| 6M | -5.2% | +13.0% | -18.2% | -9.3% |
| YTD | -36.6% | +13.6% | -50.2% | -39.5% |
| 1Y | -55.3% | +20.1% | -75.4% | -58.1% |
| 3Y | +229.5% | +77.6% | +151.9% | +178.4% |
| 5Y | +67.4% | +82.4% | -15.1% | +40.3% |
| 10Y | -26.7% | +316.8% | -343.5% | -42.8% |
| All | -50.9% | +403.2% | -454.1% | -93.9% |
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