+100.0%
TPZ vs VOO
+67.5%
+32.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.4% | +2.0% | -0.2% |
| 7D | -8.5% | -4.7% | -3.8% | -6.4% |
| 30D | -6.1% | -5.9% | -0.2% | -3.3% |
| 3M | -6.1% | -4.5% | -1.6% | -4.0% |
| 6M | -12.1% | +1.9% | -14.0% | -13.3% |
| YTD | -1.0% | +8.4% | -9.4% | -5.6% |
| 1Y | -3.3% | +9.5% | -12.8% | -8.3% |
| 3Y | +67.0% | +75.3% | -8.3% | +23.0% |
| 5Y | +100.0% | +67.9% | +32.2% | +49.8% |
| All | +100.0% | +67.5% | +32.5% | +49.8% |
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