+40.2%
TPVG vs VOO
+384.8%
-344.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.3% |
| 7D | -3.5% | -2.7% | -0.8% | -1.1% |
| 30D | -6.4% | -5.4% | -1.1% | -1.7% |
| 3M | -11.4% | -4.1% | -7.4% | -8.1% |
| 6M | -13.4% | +0.7% | -14.2% | -14.2% |
| YTD | -22.6% | +8.7% | -31.3% | -28.4% |
| 1Y | -8.2% | +11.0% | -19.1% | -16.8% |
| 3Y | -28.6% | +75.5% | -104.0% | -58.4% |
| 5Y | -49.9% | +68.4% | -118.2% | -69.9% |
| 10Y | +51.7% | +315.7% | -263.9% | -52.8% |
| All | +40.2% | +384.8% | -344.6% | -59.2% |
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 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