+42.6%
TPVG vs VOO
+317.9%
-275.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.9% | -4.8% |
| 7D | -7.4% | +0.1% | -7.5% | -7.5% |
| 30D | -9.4% | -3.3% | -6.0% | -6.5% |
| 3M | -13.1% | -2.4% | -10.7% | -11.2% |
| 6M | -18.2% | +2.6% | -20.8% | -20.6% |
| YTD | -24.6% | +11.3% | -35.8% | -32.4% |
| 1Y | -9.4% | +13.4% | -22.8% | -20.5% |
| 3Y | -29.5% | +80.3% | -109.8% | -62.3% |
| 5Y | -51.8% | +72.7% | -124.5% | -73.2% |
| 10Y | +42.6% | +310.0% | -267.4% | -62.0% |
| All | +42.6% | +317.9% | -275.3% | -62.0% |
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 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