+294.2%
TCI vs VOO
+817.1%
-522.8%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.6% |
| 7D | +4.3% | +0.1% | +4.2% | +4.2% |
| 30D | -7.5% | +0.1% | -7.6% | -7.5% |
| 3M | +0.2% | +2.0% | -1.8% | -1.1% |
| 6M | +0.9% | +13.0% | -12.1% | -6.4% |
| YTD | -35.7% | +13.6% | -49.3% | -40.5% |
| 1Y | -20.1% | +20.1% | -40.1% | -28.7% |
| 3Y | +10.5% | +77.6% | -67.0% | -22.1% |
| 5Y | +8.9% | +82.4% | -73.6% | -25.7% |
| 10Y | +234.1% | +316.8% | -82.7% | +44.7% |
| All | +294.2% | +817.1% | -522.8% | +11.1% |
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 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