-19.9%
TJGC vs VOO
+29.4%
-49.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.4% | +6.0% | +6.1% |
| 7D | +5.2% | +0.1% | +5.0% | +4.9% |
| 30D | +152.7% | +0.1% | +152.6% | +151.9% |
| 3M | +55.8% | +2.0% | +53.8% | +50.3% |
| 6M | +331.6% | +13.0% | +318.6% | +218.6% |
| YTD | +279.2% | +13.6% | +265.7% | +176.8% |
| 1Y | +119.6% | +20.1% | +99.5% | +42.1% |
| All | -19.9% | +29.4% | -49.3% | -28.9% |
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