-67.8%
TBI vs VOO
+82.8%
-150.6%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.3% | -4.2% |
| 7D | -11.2% | -0.8% | -10.4% | -10.6% |
| 30D | -11.8% | -1.1% | -10.7% | -10.9% |
| 3M | +27.4% | +3.9% | +23.5% | +23.0% |
| 6M | +126.1% | +13.6% | +112.5% | +102.1% |
| YTD | +92.3% | +12.7% | +79.6% | +72.9% |
| 1Y | +48.8% | +17.6% | +31.2% | +28.6% |
| 3Y | -37.8% | +77.3% | -115.1% | -62.3% |
| All | -67.8% | +82.8% | -150.6% | -81.3% |
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