+204.2%
TISI vs VOO
+77.4%
+126.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.8% |
| 7D | -7.3% | -0.8% | -6.6% | -7.1% |
| 30D | +17.5% | -1.1% | +18.6% | +18.0% |
| 3M | +56.3% | +3.9% | +52.5% | +53.9% |
| 6M | +78.2% | +13.6% | +64.6% | +69.1% |
| YTD | +83.0% | +12.7% | +70.3% | +74.3% |
| 1Y | +42.7% | +17.6% | +25.1% | +33.6% |
| 3Y | +204.2% | +77.3% | +126.9% | +170.8% |
| All | +204.2% | +77.4% | +126.8% | +170.8% |
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