-83.1%
TISI vs VOO
+807.8%
-890.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.7% |
| 7D | +0.6% | -0.4% | +0.9% | +1.0% |
| 30D | +61.1% | -1.4% | +62.5% | +63.6% |
| 3M | +52.4% | +3.7% | +48.7% | +45.3% |
| 6M | +85.2% | +13.0% | +72.2% | +57.5% |
| YTD | +88.7% | +12.4% | +76.3% | +61.4% |
| 1Y | +38.6% | +18.6% | +20.0% | +10.8% |
| 3Y | +209.4% | +78.1% | +131.3% | +40.7% |
| 5Y | -35.1% | +82.3% | -117.4% | -70.7% |
| 10Y | -91.4% | +322.5% | -413.9% | -98.6% |
| All | -83.1% | +807.8% | -890.9% | -99.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling