+92.0%
TNL vs VOO
+75.9%
+16.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.8% |
| 7D | -1.6% | -2.0% | +0.4% | +1.0% |
| 30D | -11.5% | -1.7% | -9.8% | -9.5% |
| 3M | -7.5% | +4.7% | -12.2% | -13.0% |
| 6M | -6.5% | +12.6% | -19.1% | -20.4% |
| YTD | -5.8% | +11.8% | -17.5% | -19.0% |
| 1Y | +9.9% | +17.5% | -7.7% | -12.1% |
| All | +92.0% | +75.9% | +16.1% | -12.5% |
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