+323.2%
TII vs VOO
+75.5%
+247.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.3% |
| 7D | -3.0% | -2.7% | -0.3% | -0.1% |
| 30D | -15.4% | -5.4% | -10.0% | -10.1% |
| 3M | -16.5% | -4.1% | -12.4% | -12.1% |
| 6M | -23.1% | +0.7% | -23.9% | -21.9% |
| YTD | -34.8% | +8.7% | -43.5% | -37.6% |
| 1Y | -26.8% | +11.0% | -37.7% | -30.5% |
| 3Y | +323.2% | +75.5% | +247.8% | +311.0% |
| All | +323.2% | +75.5% | +247.7% | +311.0% |
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