-4.5%
TLTI vs VOO
+27.5%
-32.0%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -2.9% | +2.6% | -5.5% | -3.3% |
| 30D | +0.7% | -2.0% | +2.7% | +1.0% |
| 3M | -2.6% | -2.8% | +0.2% | -2.3% |
| 6M | -3.8% | +2.2% | -6.0% | -4.2% |
| YTD | -4.0% | +11.5% | -15.5% | -5.4% |
| 1Y | -5.5% | +13.5% | -19.0% | -7.1% |
| All | -4.5% | +27.5% | -32.0% | -8.5% |
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