+620.0%
TII vs VOO
+80.9%
+539.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +4.2% |
| 7D | +5.9% | +0.1% | +5.8% | +5.8% |
| 30D | +40.3% | +0.1% | +40.2% | +40.5% |
| 3M | +42.1% | +2.0% | +40.1% | +40.7% |
| 6M | -20.0% | +13.0% | -33.0% | -26.2% |
| YTD | +9.5% | +13.6% | -4.1% | +0.6% |
| 1Y | +148.3% | +20.1% | +128.2% | +124.2% |
| All | +620.0% | +80.9% | +539.1% | +671.7% |
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