+897.5%
TPL vs VOO
+306.9%
+590.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -0.9% |
| 7D | -17.3% | -0.6% | -16.7% | -17.0% |
| 30D | -23.9% | -3.6% | -20.3% | -21.1% |
| 3M | -21.5% | -2.7% | -18.8% | -19.4% |
| 6M | -30.1% | +2.2% | -32.4% | -32.3% |
| YTD | -4.0% | +10.9% | -14.9% | -15.2% |
| 1Y | -16.6% | +11.3% | -27.9% | -26.7% |
| 3Y | +55.6% | +76.9% | -21.3% | -16.0% |
| 5Y | +95.8% | +73.5% | +22.3% | +6.8% |
| 10Y | +897.5% | +307.7% | +589.8% | +119.3% |
| All | +897.5% | +306.9% | +590.6% | +119.3% |
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 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