-46.8%
TZOO vs VOO
+80.3%
-127.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.2% |
| 7D | -4.5% | -2.0% | -2.6% | -2.4% |
| 30D | -17.3% | -1.7% | -15.6% | -15.8% |
| 3M | -41.3% | +4.7% | -46.1% | -44.3% |
| 6M | -7.2% | +12.6% | -19.8% | -18.8% |
| YTD | -17.3% | +11.8% | -29.0% | -26.8% |
| 1Y | -37.1% | +17.5% | -54.7% | -47.3% |
| 3Y | -7.2% | +77.0% | -84.2% | -48.3% |
| 5Y | -46.8% | +82.6% | -129.4% | -71.0% |
| All | -46.8% | +80.3% | -127.1% | -71.0% |
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