+66.5%
TPB vs VOO
+67.9%
-1.4%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.5% |
| 7D | -2.1% | -2.7% | +0.6% | -0.4% |
| 30D | +14.8% | -5.4% | +20.2% | +18.8% |
| 3M | -22.4% | -4.1% | -18.3% | -20.5% |
| 6M | -18.8% | +0.7% | -19.5% | -19.3% |
| YTD | -39.0% | +8.7% | -47.8% | -42.1% |
| 1Y | -34.0% | +11.0% | -45.0% | -38.1% |
| 3Y | +223.3% | +75.5% | +147.8% | +130.1% |
| All | +66.5% | +67.9% | -1.4% | +16.8% |
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