+22.6%
TCI vs VOO
+72.6%
-50.0%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.1% |
| 7D | -4.1% | +2.6% | -6.7% | -5.4% |
| 30D | -2.3% | -2.0% | -0.3% | -1.4% |
| 3M | +34.4% | -2.8% | +37.2% | +36.2% |
| 6M | +36.5% | +2.2% | +34.3% | +34.5% |
| YTD | -18.5% | +11.5% | -30.0% | -23.5% |
| 1Y | +5.9% | +13.5% | -7.6% | -1.6% |
| 3Y | +57.8% | +78.1% | -20.3% | +16.5% |
| All | +22.6% | +72.6% | -50.0% | -11.8% |
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