-21.5%
TLX vs VOO
+29.6%
-51.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.0% |
| 7D | +1.4% | -2.0% | +3.3% | +3.3% |
| 30D | -0.8% | -1.7% | +0.8% | +0.7% |
| 3M | +26.1% | +4.7% | +21.3% | +20.7% |
| 6M | +50.6% | +12.6% | +38.1% | +34.9% |
| YTD | +58.9% | +11.8% | +47.1% | +43.3% |
| 1Y | +22.8% | +17.5% | +5.3% | +6.4% |
| All | -21.5% | +29.6% | -51.1% | -44.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling