-16.6%
TPL vs VOO
+12.0%
-28.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | -17.3% | -0.6% | -16.7% | -17.0% |
| 30D | -23.9% | -3.6% | -20.3% | -22.5% |
| 3M | -21.5% | -2.7% | -18.8% | -20.5% |
| 6M | -30.1% | +2.2% | -32.4% | -30.8% |
| YTD | -4.0% | +10.9% | -14.9% | -9.1% |
| 1Y | -16.6% | +11.3% | -27.9% | -20.9% |
| All | -16.6% | +12.0% | -28.6% | -20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling