+385.4%
TFII vs VOO
+309.6%
+75.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.3% |
| 7D | +1.1% | +2.6% | -1.5% | -1.4% |
| 30D | -14.7% | -2.0% | -12.7% | -12.8% |
| 3M | -34.5% | -2.8% | -31.7% | -32.6% |
| 6M | -27.9% | +2.2% | -30.1% | -29.3% |
| YTD | -6.0% | +11.5% | -17.6% | -15.2% |
| 1Y | +13.8% | +13.5% | +0.3% | +0.9% |
| 3Y | -11.4% | +78.1% | -89.5% | -48.8% |
| 5Y | -10.6% | +73.1% | -83.8% | -46.7% |
| All | +385.4% | +309.6% | +75.8% | +80.2% |
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