+649.4%
TFII vs VOO
+314.0%
+335.4%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.6% |
| 7D | +4.9% | +0.5% | +4.4% | +4.4% |
| 30D | -4.5% | -0.9% | -3.6% | -3.6% |
| 3M | -17.6% | +3.9% | -21.5% | -20.6% |
| 6M | +22.2% | +14.5% | +7.7% | +7.4% |
| YTD | +30.8% | +13.0% | +17.8% | +16.6% |
| 1Y | +42.0% | +19.4% | +22.6% | +19.9% |
| 3Y | +5.6% | +78.9% | -73.3% | -38.9% |
| 5Y | +29.2% | +82.3% | -53.1% | -25.9% |
| 10Y | +649.4% | +314.2% | +335.2% | +186.1% |
| All | +649.4% | +314.0% | +335.4% | +186.1% |
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