+24.6%
TDF vs VOO
+75.5%
-50.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.8% |
| 7D | +4.8% | -2.7% | +7.5% | +6.2% |
| 30D | -0.6% | -5.4% | +4.7% | +2.3% |
| 3M | -12.1% | -4.1% | -8.0% | -10.2% |
| 6M | -15.2% | +0.7% | -16.0% | -15.7% |
| YTD | -12.7% | +8.7% | -21.5% | -16.8% |
| 1Y | -14.7% | +11.0% | -25.6% | -19.5% |
| 3Y | +24.6% | +75.5% | -50.9% | -12.7% |
| All | +24.6% | +75.5% | -50.9% | -12.7% |
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