+76.3%
TEI vs VOO
+802.4%
-726.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -0.6% | -2.0% | +1.4% | +0.3% |
| 30D | -1.6% | -1.7% | +0.1% | -0.8% |
| 3M | +8.7% | +4.7% | +4.0% | +6.4% |
| 6M | +9.5% | +12.6% | -3.1% | +3.7% |
| YTD | +9.9% | +11.8% | -1.9% | +4.3% |
| 1Y | +21.9% | +17.5% | +4.4% | +13.0% |
| 3Y | +91.4% | +77.0% | +14.4% | +45.9% |
| 5Y | +45.4% | +82.6% | -37.2% | +8.1% |
| 10Y | +62.3% | +320.0% | -257.7% | -19.8% |
| All | +76.3% | +802.4% | -726.0% | -39.7% |
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 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