-91.6%
TISI vs VOO
+325.3%
-416.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -3.4% |
| 7D | -7.3% | -0.8% | -6.6% | -6.5% |
| 30D | +17.5% | -1.1% | +18.6% | +18.9% |
| 3M | +56.3% | +3.9% | +52.5% | +49.0% |
| 6M | +78.2% | +13.6% | +64.6% | +51.9% |
| YTD | +83.0% | +12.7% | +70.3% | +57.3% |
| 1Y | +42.7% | +17.6% | +25.1% | +16.6% |
| 3Y | +204.2% | +77.3% | +126.9% | +43.0% |
| 5Y | -34.0% | +84.1% | -118.2% | -69.7% |
| All | -91.6% | +325.3% | -416.9% | -98.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling