+370.8%
TPC vs VOO
+817.1%
-446.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.5% |
| 7D | -0.7% | +0.1% | -0.8% | -0.9% |
| 30D | +4.4% | +0.1% | +4.4% | +4.4% |
| 3M | +22.0% | +2.0% | +20.0% | +19.4% |
| 6M | +20.0% | +13.0% | +6.9% | +3.6% |
| YTD | +32.0% | +13.6% | +18.4% | +13.5% |
| 1Y | +45.1% | +20.1% | +25.0% | +16.9% |
| 3Y | +900.2% | +77.6% | +822.6% | +429.9% |
| 5Y | +520.7% | +82.4% | +438.3% | +217.8% |
| 10Y | +274.0% | +316.8% | -42.9% | -40.1% |
| All | +370.8% | +817.1% | -446.3% | -77.0% |
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