+565.1%
TPB vs VOO
+331.2%
+233.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.3% | -6.3% | -5.8% |
| 7D | -4.8% | +0.1% | -4.9% | -5.0% |
| 30D | +10.2% | -3.3% | +13.6% | +13.0% |
| 3M | -27.1% | -2.4% | -24.7% | -25.9% |
| 6M | -32.1% | +2.6% | -34.7% | -33.7% |
| YTD | -41.5% | +11.3% | -52.7% | -46.2% |
| 1Y | -38.3% | +13.4% | -51.8% | -44.3% |
| 3Y | +193.4% | +80.3% | +113.1% | +83.2% |
| 5Y | +59.7% | +72.7% | -13.0% | +1.8% |
| 10Y | +344.8% | +310.0% | +34.8% | +14.9% |
| All | +565.1% | +331.2% | +233.8% | +56.2% |
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 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