+11,078.1%
TPL vs VOO
+817.1%
+10,261.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -4.9% | +0.1% | -5.0% | -5.1% |
| 3M | -10.8% | +2.0% | -12.8% | -12.6% |
| 6M | -32.2% | +13.0% | -45.2% | -39.9% |
| YTD | +26.7% | +13.6% | +13.1% | +11.9% |
| 1Y | +17.8% | +20.1% | -2.3% | -1.4% |
| 3Y | +76.6% | +77.6% | -1.0% | +5.3% |
| 5Y | +167.7% | +82.4% | +85.3% | +55.3% |
| 10Y | +1,992.2% | +316.8% | +1,675.4% | +573.5% |
| All | +11,078.1% | +817.1% | +10,261.0% | +2,234.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling