+117.6%
TII vs VOO
+114.8%
+2.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.4% | -5.4% | +6.5% |
| 7D | -7.8% | +2.6% | -10.3% | -80.2% |
| 30D | -7.8% | -2.0% | -5.8% | -69.8% |
| 3M | -35.3% | -2.8% | -32.5% | -87.0% |
| 6M | -41.8% | +2.2% | -44.0% | -99.9% |
| YTD | -39.9% | +11.5% | -51.4% | -100.0% |
| 1Y | -24.6% | +13.5% | -38.1% | -100.0% |
| 3Y | +289.1% | +78.1% | +211.0% | -100.0% |
| 5Y | +160.7% | +73.1% | +87.5% | -100.0% |
| All | +117.6% | +114.8% | +2.9% | -396,074.7% |
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 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