+87.0%
TPL vs VOO
+72.0%
+15.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.3% | -0.2% | 0.0% |
| 7D | -15.7% | +0.1% | -15.7% | -15.9% |
| 30D | -22.9% | -3.3% | -19.6% | -20.6% |
| 3M | -18.2% | -2.4% | -15.8% | -16.5% |
| 6M | -29.2% | +2.6% | -31.8% | -31.3% |
| YTD | -2.7% | +11.3% | -14.0% | -13.2% |
| 1Y | -14.4% | +13.4% | -27.9% | -25.1% |
| 3Y | +56.0% | +80.3% | -24.3% | -9.4% |
| 5Y | +87.0% | +72.7% | +14.3% | +18.0% |
| All | +87.0% | +72.0% | +15.0% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling