+49.1%
TVC vs VOO
+807.8%
-758.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | +0.2% | -1.4% | +1.6% | +0.3% |
| 3M | +0.8% | +3.7% | -3.0% | +0.4% |
| 6M | +0.1% | +13.0% | -12.9% | -1.1% |
| YTD | +1.2% | +12.4% | -11.2% | +0.1% |
| 1Y | +2.0% | +18.6% | -16.6% | +0.4% |
| 3Y | +17.9% | +78.1% | -60.2% | +11.3% |
| 5Y | +2.4% | +82.3% | -79.9% | -3.9% |
| 10Y | +22.6% | +322.5% | -299.9% | +7.6% |
| All | +49.1% | +807.8% | -758.7% | +23.7% |
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