-24.6%
TII vs VOO
+12.1%
-36.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.4% | -5.4% | -4.9% |
| 7D | -7.8% | +2.6% | -10.3% | -13.1% |
| 30D | -7.8% | -2.0% | -5.8% | -3.1% |
| 3M | -35.3% | -2.8% | -32.5% | -30.2% |
| 6M | -41.8% | +2.2% | -44.0% | -43.0% |
| YTD | -39.9% | +11.5% | -51.4% | -53.5% |
| 1Y | -24.6% | +13.5% | -38.1% | -43.9% |
| All | -24.6% | +12.1% | -36.7% | -43.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling