+145.5%
TJGC vs VOO
+28.0%
+117.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.6% |
| 7D | 0.0% | -0.9% | +0.9% | +0.9% |
| 30D | -4.0% | -2.3% | -1.7% | -1.4% |
| 3M | +734.8% | -1.2% | +736.0% | +736.9% |
| 6M | +459.5% | +3.3% | +456.1% | +397.4% |
| YTD | +1,061.7% | +12.3% | +1,049.4% | +751.4% |
| 1Y | +912.4% | +12.5% | +899.9% | +643.6% |
| All | +145.5% | +28.0% | +117.5% | +118.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling