+32.9%
TPVG vs VOO
+306.9%
-274.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.9% |
| 7D | -9.3% | -0.6% | -8.8% | -8.9% |
| 30D | -13.2% | -3.6% | -9.5% | -10.1% |
| 3M | -17.1% | -2.7% | -14.4% | -15.0% |
| 6M | -21.7% | +2.2% | -23.9% | -23.7% |
| YTD | -27.8% | +10.9% | -38.7% | -35.0% |
| 1Y | -10.4% | +11.3% | -21.7% | -19.8% |
| 3Y | -33.3% | +76.9% | -110.2% | -63.6% |
| 5Y | -53.6% | +73.5% | -127.1% | -74.4% |
| 10Y | +32.9% | +307.7% | -274.8% | -64.2% |
| All | +32.9% | +306.9% | -274.0% | -64.2% |
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