-94.2%
TLPH vs VOO
+81.6%
-175.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.9% |
| 7D | +1.7% | -0.4% | +2.0% | +2.0% |
| 30D | -13.5% | -1.4% | -12.1% | -12.6% |
| 3M | +48.8% | +3.7% | +45.1% | +44.0% |
| 6M | +37.1% | +13.0% | +24.0% | +23.5% |
| YTD | +7.0% | +12.4% | -5.4% | -3.4% |
| 1Y | +43.5% | +18.6% | +24.9% | +24.7% |
| 3Y | +40.2% | +78.1% | -37.8% | -15.5% |
| 5Y | -94.2% | +82.3% | -176.5% | -96.6% |
| All | -94.2% | +81.6% | -175.8% | -96.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling