-30.0%
TBI vs VOO
+807.8%
-837.9%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -3.0% | -2.9% |
| 7D | -11.1% | -0.4% | -10.7% | -10.7% |
| 30D | -14.4% | -1.4% | -13.1% | -13.1% |
| 3M | +38.3% | +3.7% | +34.5% | +32.9% |
| 6M | +135.0% | +13.0% | +121.9% | +106.4% |
| YTD | +99.3% | +12.4% | +86.9% | +75.7% |
| 1Y | +64.6% | +18.6% | +46.0% | +36.8% |
| 3Y | -35.6% | +78.1% | -113.6% | -65.6% |
| 5Y | -66.3% | +82.3% | -148.6% | -82.7% |
| 10Y | -57.6% | +322.5% | -380.1% | -93.5% |
| All | -30.0% | +807.8% | -837.9% | -97.5% |
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