+245.7%
TCI vs VOO
+321.7%
-76.0%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.4% |
| 7D | +1.0% | -2.0% | +3.0% | +2.4% |
| 30D | +8.2% | -1.7% | +9.8% | +9.4% |
| 3M | 0.0% | +4.7% | -4.8% | -3.3% |
| 6M | +7.9% | +12.6% | -4.7% | -0.6% |
| YTD | -33.2% | +11.8% | -44.9% | -38.2% |
| 1Y | -15.5% | +17.5% | -33.0% | -24.7% |
| 3Y | +17.9% | +77.0% | -59.0% | -21.0% |
| 5Y | +12.8% | +82.6% | -69.8% | -27.5% |
| All | +245.7% | +321.7% | -76.0% | +40.1% |
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