-2.5%
TPZ vs VOO
+9.9%
-12.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -8.4% | -2.7% | -5.7% | -7.8% |
| 30D | -4.6% | -5.4% | +0.7% | -3.5% |
| 3M | -6.1% | -4.1% | -2.1% | -5.3% |
| 6M | -10.2% | +0.7% | -11.0% | -10.6% |
| YTD | -0.5% | +8.7% | -9.3% | -3.2% |
| 1Y | -2.5% | +11.0% | -13.4% | -6.3% |
| All | -2.5% | +9.9% | -12.4% | -6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling