-50.9%
TPVG vs VOO
+67.9%
-118.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.2% |
| 7D | -3.5% | -2.7% | -0.8% | -1.4% |
| 30D | -6.4% | -5.4% | -1.1% | -2.4% |
| 3M | -11.4% | -4.1% | -7.4% | -8.6% |
| 6M | -13.4% | +0.7% | -14.2% | -14.1% |
| YTD | -22.6% | +8.7% | -31.3% | -27.5% |
| 1Y | -8.2% | +11.0% | -19.1% | -15.4% |
| 3Y | -28.6% | +75.5% | -104.0% | -54.7% |
| All | -50.9% | +67.9% | -118.8% | -69.2% |
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 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