+145.5%
TJGC vs VOO
+27.5%
+118.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | 0.0% | +3.3% | -3.3% | -4.1% |
| 30D | -2.6% | -2.7% | +0.1% | +0.5% |
| 3M | +750.4% | -1.7% | +752.1% | +759.4% |
| 6M | +428.9% | +3.1% | +425.7% | +370.9% |
| YTD | +1,061.7% | +11.9% | +1,049.8% | +754.9% |
| 1Y | +922.1% | +12.1% | +910.0% | +654.9% |
| All | +145.5% | +27.5% | +118.0% | +119.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling