+689.9%
TPB vs VOO
+340.1%
+349.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.9% | -1.9% |
| 7D | -10.4% | +0.1% | -10.5% | -10.4% |
| 30D | -10.1% | +0.1% | -10.2% | -10.2% |
| 3M | -14.1% | +2.0% | -16.1% | -15.4% |
| 6M | -22.8% | +13.0% | -35.8% | -29.7% |
| YTD | -30.5% | +13.6% | -44.1% | -37.0% |
| 1Y | -23.6% | +20.1% | -43.7% | -33.9% |
| 3Y | +210.1% | +77.6% | +132.5% | +96.7% |
| 5Y | +50.1% | +82.4% | -32.3% | -8.4% |
| 10Y | +510.7% | +316.8% | +193.8% | +57.4% |
| All | +689.9% | +340.1% | +349.7% | +83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling