+57.8%
TCI vs VOO
+78.5%
-20.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.1% |
| 7D | -4.1% | +2.6% | -6.7% | -5.6% |
| 30D | -2.3% | -2.0% | -0.3% | -1.2% |
| 3M | +34.4% | -2.8% | +37.2% | +36.6% |
| 6M | +36.5% | +2.2% | +34.3% | +34.1% |
| YTD | -18.5% | +11.5% | -30.0% | -24.7% |
| 1Y | +5.9% | +13.5% | -7.6% | -3.5% |
| 3Y | +57.8% | +78.1% | -20.3% | -14.1% |
| All | +57.8% | +78.5% | -20.7% | -14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling