+163.4%
TPB vs VOO
+78.5%
+85.0%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | -15.7% | +2.6% | -18.3% | -17.2% |
| 30D | -3.7% | -2.0% | -1.7% | -2.5% |
| 3M | -35.6% | -2.8% | -32.8% | -34.5% |
| 6M | -38.0% | +2.2% | -40.2% | -39.1% |
| YTD | -48.6% | +11.5% | -60.1% | -52.5% |
| 1Y | -43.1% | +13.5% | -56.6% | -48.0% |
| 3Y | +163.4% | +78.1% | +85.3% | +38.6% |
| All | +163.4% | +78.5% | +85.0% | +38.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling