+61.7%
TJGC vs VOO
+17.3%
+44.4%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +0.7% |
| 7D | +8.2% | -2.0% | +10.2% | +7.6% |
| 30D | +179.3% | -1.7% | +181.0% | +178.1% |
| 3M | +91.9% | +4.7% | +87.2% | +95.1% |
| 6M | +328.0% | +12.6% | +315.4% | +264.5% |
| YTD | +288.7% | +11.8% | +276.9% | +235.1% |
| 1Y | +61.7% | +17.5% | +44.1% | +24.1% |
| All | +61.7% | +17.3% | +44.4% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling