+87.9%
TEI vs VOO
+77.4%
+10.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.0% |
| 7D | -1.6% | -0.8% | -0.9% | -1.3% |
| 30D | -1.4% | -1.1% | -0.4% | -0.9% |
| 3M | +6.2% | +3.9% | +2.3% | +4.3% |
| 6M | +8.3% | +13.6% | -5.3% | +2.0% |
| YTD | +9.2% | +12.7% | -3.5% | +3.1% |
| 1Y | +23.1% | +17.6% | +5.5% | +14.1% |
| 3Y | +87.9% | +77.3% | +10.6% | +36.5% |
| All | +87.9% | +77.4% | +10.5% | +36.5% |
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