+395.3%
TFII vs VOO
+317.9%
+77.4%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.6% | -2.5% |
| 7D | -1.2% | +0.1% | -1.3% | -1.4% |
| 30D | -17.0% | -3.3% | -13.7% | -14.0% |
| 3M | -32.3% | -2.4% | -29.9% | -30.6% |
| 6M | -31.4% | +2.6% | -34.0% | -33.0% |
| YTD | -7.3% | +11.3% | -18.6% | -16.2% |
| 1Y | +9.7% | +13.4% | -3.7% | -2.7% |
| 3Y | -10.3% | +80.3% | -90.6% | -48.8% |
| 5Y | -11.8% | +72.7% | -84.5% | -47.3% |
| 10Y | +395.3% | +310.0% | +85.3% | +82.5% |
| All | +395.3% | +317.9% | +77.4% | +82.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling