+85.6%
TDF vs VOO
+817.1%
-731.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | -2.0% | +0.1% | -2.1% | -2.1% |
| 3M | -2.8% | +2.0% | -4.8% | -4.1% |
| 6M | -3.3% | +13.0% | -16.4% | -10.7% |
| YTD | -2.9% | +13.6% | -16.5% | -10.5% |
| 1Y | +0.2% | +20.1% | -19.9% | -10.9% |
| 3Y | +25.3% | +77.6% | -52.2% | -14.2% |
| 5Y | -32.6% | +82.4% | -115.0% | -55.1% |
| 10Y | +42.3% | +316.8% | -274.5% | -47.9% |
| All | +85.6% | +817.1% | -731.5% | -64.6% |
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