+98.0%
TPZ vs VOO
+67.9%
+30.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.3% |
| 7D | -8.4% | -2.7% | -5.7% | -7.2% |
| 30D | -4.6% | -5.4% | +0.7% | -2.1% |
| 3M | -6.1% | -4.1% | -2.1% | -4.3% |
| 6M | -10.2% | +0.7% | -11.0% | -10.9% |
| YTD | -0.5% | +8.7% | -9.3% | -5.3% |
| 1Y | -2.5% | +11.0% | -13.4% | -8.2% |
| 3Y | +68.0% | +75.5% | -7.4% | +23.7% |
| All | +98.0% | +67.9% | +30.2% | +48.4% |
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