+25.5%
TDF vs VOO
+79.7%
-54.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.4% |
| 7D | 0.0% | -0.9% | +0.9% | +0.4% |
| 30D | -1.6% | -2.3% | +0.8% | -0.4% |
| 3M | -13.1% | -1.2% | -11.9% | -12.6% |
| 6M | -15.9% | +3.3% | -19.2% | -17.5% |
| YTD | -12.8% | +12.3% | -25.1% | -18.3% |
| 1Y | -15.4% | +12.5% | -27.9% | -20.8% |
| All | +25.5% | +79.7% | -54.2% | -14.4% |
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