+1,698.1%
TFII vs VOO
+817.1%
+881.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.6% |
| 7D | +2.9% | +0.1% | +2.7% | +2.8% |
| 30D | -1.7% | +0.1% | -1.7% | -1.7% |
| 3M | -14.2% | +2.0% | -16.2% | -15.6% |
| 6M | +16.8% | +13.0% | +3.8% | +5.9% |
| YTD | +33.7% | +13.6% | +20.1% | +20.7% |
| 1Y | +42.9% | +20.1% | +22.8% | +23.2% |
| 3Y | +3.3% | +77.6% | -74.2% | -34.4% |
| 5Y | +26.3% | +82.4% | -56.2% | -20.6% |
| 10Y | +692.1% | +316.8% | +375.2% | +208.5% |
| All | +1,698.1% | +817.1% | +881.0% | +387.9% |
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