+1,838.0%
TPL vs VOO
+315.3%
+1,522.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.6% |
| 7D | +1.8% | -0.4% | +2.2% | +2.2% |
| 30D | +6.9% | -1.4% | +8.3% | +8.4% |
| 3M | -1.9% | +3.7% | -5.7% | -6.1% |
| 6M | -30.5% | +13.0% | -43.5% | -39.7% |
| YTD | +30.8% | +12.4% | +18.4% | +14.1% |
| 1Y | +25.4% | +18.6% | +6.8% | +2.9% |
| 3Y | +88.1% | +78.1% | +10.0% | +0.6% |
| 5Y | +191.3% | +82.3% | +109.0% | +50.7% |
| 10Y | +1,838.0% | +322.5% | +1,515.5% | +314.2% |
| All | +1,838.0% | +315.3% | +1,522.7% | +314.2% |
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