+261.0%
TFSL vs VOO
+798.5%
-537.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.4% | -0.7% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +3.2% | -3.3% | +6.6% | +5.7% |
| 3M | -3.9% | -2.4% | -1.5% | -2.4% |
| 6M | +13.8% | +2.6% | +11.2% | +11.2% |
| YTD | +31.2% | +11.3% | +19.9% | +20.6% |
| 1Y | +29.8% | +13.4% | +16.4% | +17.5% |
| 3Y | +68.8% | +80.3% | -11.5% | +7.5% |
| 5Y | +24.3% | +72.7% | -48.4% | -19.2% |
| 10Y | +80.3% | +310.0% | -229.7% | -41.8% |
| All | +261.0% | +798.5% | -537.5% | -46.6% |
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