-72.0%
TGHL vs VOO
+19.5%
-91.4%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -2.0% |
| 7D | +13.1% | -0.8% | +13.9% | +13.8% |
| 30D | -5.0% | -1.1% | -3.9% | -4.2% |
| 3M | +43.5% | +3.9% | +39.6% | +38.3% |
| 6M | +173.7% | +13.6% | +160.1% | +170.5% |
| YTD | +187.0% | +12.7% | +174.3% | +179.8% |
| 1Y | -54.0% | +17.6% | -71.6% | -47.2% |
| All | -72.0% | +19.5% | -91.4% | -65.5% |
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