+111.2%
TPHD vs VOO
+188.0%
-76.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.3% |
| 7D | +0.6% | +3.3% | -2.7% | -2.0% |
| 30D | +4.8% | -2.7% | +7.5% | +6.9% |
| 3M | +1.9% | -1.7% | +3.6% | +3.0% |
| 6M | +8.0% | +3.1% | +4.9% | +4.6% |
| YTD | +16.8% | +11.9% | +4.9% | +5.3% |
| 1Y | +16.9% | +12.1% | +4.8% | +5.1% |
| 3Y | +54.6% | +78.6% | -24.0% | -8.8% |
| 5Y | +56.1% | +73.8% | -17.7% | -6.4% |
| All | +111.2% | +188.0% | -76.8% | -25.7% |
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