+80.4%
TGRT vs VOO
+81.4%
-1.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.2% |
| 7D | -2.3% | -2.0% | -0.3% | +0.1% |
| 30D | -2.7% | -1.7% | -1.0% | -0.6% |
| 3M | +3.4% | +4.7% | -1.3% | -2.2% |
| 6M | +9.3% | +12.6% | -3.3% | -5.3% |
| YTD | +2.9% | +11.8% | -8.8% | -9.9% |
| 1Y | +6.5% | +17.5% | -11.1% | -12.3% |
| 3Y | +75.0% | +77.0% | -2.0% | -11.2% |
| All | +80.4% | +81.4% | -1.0% | -9.5% |
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 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