+294.9%
TII vs VOO
+117.5%
+177.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | +18.4% |
| 7D | +14.9% | +0.5% | +14.4% | -13.2% |
| 30D | +35.1% | -0.9% | +36.1% | +50.6% |
| 3M | +52.4% | +3.9% | +48.5% | -96.1% |
| 6M | -10.8% | +14.5% | -25.3% | -100.0% |
| YTD | +9.1% | +13.0% | -3.8% | -100.0% |
| 1Y | +134.1% | +19.4% | +114.6% | -100.0% |
| 3Y | +615.4% | +78.9% | +536.5% | -100.0% |
| 5Y | +793.6% | +82.3% | +711.3% | -100.0% |
| All | +294.9% | +117.5% | +177.4% | -4,810,031.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling