+166.9%
TII vs VOO
+67.9%
+99.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -3.0% | -2.7% | -0.3% | -2.8% |
| 30D | -15.4% | -5.4% | -10.0% | -15.0% |
| 3M | -16.5% | -4.1% | -12.4% | -16.2% |
| 6M | -23.1% | +0.7% | -23.9% | -22.7% |
| YTD | -34.8% | +8.7% | -43.5% | -34.3% |
| 1Y | -26.8% | +11.0% | -37.7% | -25.9% |
| 3Y | +323.2% | +75.5% | +247.8% | +445.1% |
| All | +166.9% | +67.9% | +99.0% | +179.6% |
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