-20.9%
TLX vs VOO
+31.0%
-51.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.9% |
| 7D | +10.4% | +0.5% | +9.9% | +9.9% |
| 30D | +4.0% | -0.9% | +4.9% | +4.9% |
| 3M | +29.9% | +3.9% | +26.0% | +25.3% |
| 6M | +59.3% | +14.5% | +44.8% | +40.3% |
| YTD | +59.9% | +13.0% | +47.0% | +42.9% |
| 1Y | +32.4% | +19.4% | +12.9% | +13.1% |
| All | -20.9% | +31.0% | -51.9% | -44.4% |
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