-10.9%
TPL vs VOO
+12.1%
-23.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +4.0% |
| 7D | +7.2% | +2.6% | +4.6% | +6.0% |
| 30D | -17.7% | -2.0% | -15.7% | -16.9% |
| 3M | -15.8% | -2.8% | -13.0% | -14.7% |
| 6M | -24.2% | +2.2% | -26.4% | -24.9% |
| YTD | +2.1% | +11.5% | -9.5% | -3.5% |
| 1Y | -10.9% | +13.5% | -24.4% | -18.2% |
| All | -10.9% | +12.1% | -23.0% | -18.2% |
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 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