+39.6%
TFSL vs VOO
+20.9%
+18.7%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | -4.1% | +0.1% | -4.2% | -4.1% |
| 3M | +9.4% | +2.0% | +7.4% | +8.4% |
| 6M | +28.1% | +13.0% | +15.1% | +17.6% |
| YTD | +36.4% | +13.6% | +22.8% | +24.5% |
| 1Y | +39.6% | +20.1% | +19.5% | +23.0% |
| All | +39.6% | +20.9% | +18.7% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling