+451.2%
TGS vs VOO
+82.6%
+368.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.0% |
| 7D | +3.2% | +0.1% | +3.1% | +3.0% |
| 30D | -1.7% | +0.1% | -1.8% | -1.9% |
| 3M | -4.9% | +2.0% | -7.0% | -6.8% |
| 6M | -0.2% | +13.0% | -13.2% | -11.4% |
| YTD | -6.6% | +13.6% | -20.1% | -17.3% |
| 1Y | +9.4% | +20.1% | -10.7% | -7.7% |
| 3Y | +133.1% | +77.6% | +55.6% | +43.7% |
| All | +451.2% | +82.6% | +368.7% | +231.3% |
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