+180.8%
TPZ vs VOO
+775.2%
-594.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.4% | +2.0% | +0.6% |
| 7D | -8.5% | -4.7% | -3.8% | -5.6% |
| 30D | -6.1% | -5.9% | -0.2% | -2.3% |
| 3M | -6.1% | -4.5% | -1.6% | -3.3% |
| 6M | -12.1% | +1.9% | -14.0% | -13.7% |
| YTD | -1.0% | +8.4% | -9.4% | -7.1% |
| 1Y | -3.3% | +9.5% | -12.8% | -9.9% |
| 3Y | +67.0% | +75.3% | -8.3% | +10.9% |
| 5Y | +100.0% | +67.9% | +32.2% | +35.0% |
| 10Y | +99.0% | +314.4% | -215.4% | -26.1% |
| All | +180.8% | +775.2% | -594.5% | -25.8% |
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 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