-22.8%
TIC vs VOO
+27.1%
-49.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -2.6% |
| 7D | -1.1% | -0.4% | -0.7% | -0.7% |
| 30D | -10.4% | -1.4% | -9.0% | -8.8% |
| 3M | +13.3% | +3.7% | +9.6% | +9.0% |
| 6M | +5.2% | +13.0% | -7.8% | -8.0% |
| YTD | -8.4% | +12.4% | -20.8% | -19.1% |
| 1Y | -20.8% | +18.6% | -39.4% | -32.7% |
| All | -22.8% | +27.1% | -49.9% | -39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling