+105.6%
TPHD vs VOO
+192.2%
-86.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | 0.0% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -0.1% | +0.1% | -0.2% | -0.2% |
| 3M | +4.0% | +2.0% | +2.0% | +2.0% |
| 6M | +2.4% | +13.0% | -10.6% | -8.1% |
| YTD | +13.8% | +13.6% | +0.2% | +1.6% |
| 1Y | +13.3% | +20.1% | -6.8% | -3.8% |
| 3Y | +44.0% | +77.6% | -33.6% | -14.3% |
| 5Y | +55.4% | +82.4% | -27.0% | -10.9% |
| All | +105.6% | +192.2% | -86.6% | -28.3% |
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