+1,149.9%
TFII vs VOO
+777.9%
+372.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.0% |
| 7D | +1.7% | -2.7% | +4.4% | +4.1% |
| 30D | -15.5% | -5.4% | -10.1% | -11.4% |
| 3M | -30.7% | -4.1% | -26.6% | -28.1% |
| 6M | -31.3% | +0.7% | -32.1% | -31.6% |
| YTD | -7.1% | +8.7% | -15.8% | -12.9% |
| 1Y | +12.2% | +11.0% | +1.3% | +3.5% |
| 3Y | -12.8% | +75.5% | -88.2% | -43.9% |
| 5Y | -11.9% | +68.4% | -80.2% | -41.0% |
| 10Y | +399.3% | +315.7% | +83.6% | +98.1% |
| All | +1,149.9% | +777.9% | +372.0% | +252.2% |
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 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