+200.4%
TVTX vs VOO
+325.3%
-124.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.9% |
| 7D | +1.4% | -0.8% | +2.1% | +2.2% |
| 30D | +6.5% | -1.1% | +7.5% | +7.6% |
| 3M | +35.3% | +3.9% | +31.4% | +29.3% |
| 6M | +132.4% | +13.6% | +118.8% | +102.4% |
| YTD | +73.2% | +12.7% | +60.5% | +52.0% |
| 1Y | +164.7% | +17.6% | +147.1% | +123.0% |
| 3Y | +376.7% | +77.3% | +299.4% | +167.4% |
| 5Y | +181.0% | +84.1% | +96.8% | +51.7% |
| All | +200.4% | +325.3% | -124.9% | -41.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling