-71.6%
TGHL vs VOO
+18.5%
-90.1%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.8% | +6.6% |
| 7D | +9.0% | -2.0% | +10.9% | +10.6% |
| 30D | +5.3% | -1.7% | +6.9% | +6.7% |
| 3M | +73.6% | +4.7% | +68.9% | +66.7% |
| 6M | +171.2% | +12.6% | +158.6% | +169.5% |
| YTD | +190.9% | +11.8% | +179.1% | +185.5% |
| 1Y | -54.9% | +17.5% | -72.5% | -45.9% |
| All | -71.6% | +18.5% | -90.1% | -64.8% |
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