+145.5%
TJGC vs VOO
+27.1%
+118.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | 0.0% | +2.6% | -2.6% | -3.2% |
| 30D | 0.0% | -2.0% | +2.0% | +2.1% |
| 3M | +726.2% | -2.8% | +728.9% | +747.2% |
| 6M | +396.7% | +2.2% | +394.6% | +349.4% |
| YTD | +1,061.7% | +11.5% | +1,050.2% | +759.0% |
| 1Y | +974.8% | +13.5% | +961.3% | +665.2% |
| All | +145.5% | +27.1% | +118.4% | +120.7% |
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 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