+796.3%
TII vs VOO
+82.6%
+713.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +3.9% |
| 7D | +5.9% | +0.1% | +5.8% | +5.9% |
| 30D | +40.3% | +0.1% | +40.2% | +40.3% |
| 3M | +42.1% | +2.0% | +40.1% | +41.8% |
| 6M | -20.0% | +13.0% | -33.0% | -20.7% |
| YTD | +9.5% | +13.6% | -4.1% | +8.6% |
| 1Y | +148.3% | +20.1% | +128.2% | +147.8% |
| 3Y | +583.5% | +77.6% | +506.0% | +685.7% |
| All | +796.3% | +82.6% | +713.8% | +672.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling