+259.9%
TFSL vs VOO
+795.4%
-535.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +0.6% | -0.6% | +1.2% | +1.0% |
| 30D | +2.9% | -3.6% | +6.6% | +5.6% |
| 3M | -2.1% | -2.7% | +0.6% | -0.3% |
| 6M | +13.5% | +2.2% | +11.3% | +11.2% |
| YTD | +30.8% | +10.9% | +19.9% | +20.5% |
| 1Y | +29.1% | +11.3% | +17.7% | +18.5% |
| 3Y | +69.9% | +76.9% | -7.0% | +9.8% |
| 5Y | +22.9% | +73.5% | -50.7% | -20.4% |
| 10Y | +79.0% | +307.7% | -228.7% | -41.9% |
| All | +259.9% | +795.4% | -535.5% | -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