+110.7%
TPHD vs VOO
+186.3%
-75.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.9% | -0.5% |
| 7D | -1.0% | +0.1% | -1.1% | -1.2% |
| 30D | +5.9% | -3.3% | +9.2% | +8.6% |
| 3M | +2.1% | -2.4% | +4.5% | +3.9% |
| 6M | +8.2% | +2.6% | +5.6% | +5.3% |
| YTD | +16.6% | +11.3% | +5.3% | +5.6% |
| 1Y | +18.0% | +13.4% | +4.5% | +5.0% |
| 3Y | +55.9% | +80.3% | -24.4% | -8.8% |
| 5Y | +56.3% | +72.7% | -16.4% | -5.9% |
| All | +110.7% | +186.3% | -75.5% | -25.4% |
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