+287.4%
TPC vs VOO
+314.0%
-26.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +2.1% |
| 7D | +3.4% | +0.5% | +2.9% | +2.8% |
| 30D | -9.6% | -0.9% | -8.7% | -8.6% |
| 3M | +24.2% | +3.9% | +20.3% | +19.6% |
| 6M | +23.3% | +14.5% | +8.7% | +7.3% |
| YTD | +33.9% | +13.0% | +21.0% | +18.5% |
| 1Y | +45.3% | +19.4% | +25.9% | +21.6% |
| 3Y | +996.8% | +78.9% | +918.0% | +550.8% |
| 5Y | +547.7% | +82.3% | +465.4% | +278.1% |
| 10Y | +287.4% | +314.2% | -26.8% | -8.9% |
| All | +287.4% | +314.0% | -26.6% | -8.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling