-33.3%
TPVG vs VOO
+78.8%
-112.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -4.0% |
| 7D | -9.3% | -0.6% | -8.8% | -8.9% |
| 30D | -13.2% | -3.6% | -9.5% | -11.0% |
| 3M | -17.1% | -2.7% | -14.4% | -15.6% |
| 6M | -21.7% | +2.2% | -23.9% | -23.0% |
| YTD | -27.8% | +10.9% | -38.7% | -32.9% |
| 1Y | -10.4% | +11.3% | -21.7% | -17.0% |
| 3Y | -33.3% | +76.9% | -110.2% | -54.1% |
| All | -33.3% | +78.8% | -112.1% | -54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling