+206.1%
TPZ vs VOO
+817.1%
-611.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | +2.4% | +0.1% | +2.3% | +2.3% |
| 3M | -0.5% | +2.0% | -2.6% | -2.1% |
| 6M | -2.9% | +13.0% | -16.0% | -11.2% |
| YTD | +7.9% | +13.6% | -5.7% | -1.7% |
| 1Y | +8.5% | +20.1% | -11.5% | -5.0% |
| 3Y | +82.5% | +77.6% | +4.9% | +20.3% |
| 5Y | +127.3% | +82.4% | +44.9% | +44.7% |
| 10Y | +106.0% | +316.8% | -210.9% | -24.0% |
| All | +206.1% | +817.1% | -611.0% | -21.5% |
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