+41.2%
TNL vs VOO
+81.3%
-40.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -13.2% |
| 6M | -6.5% | +12.6% | -19.1% | -20.6% |
| YTD | -5.8% | +11.8% | -17.5% | -19.1% |
| 1Y | +9.9% | +17.5% | -7.7% | -12.2% |
| 3Y | +88.4% | +77.0% | +11.4% | -12.3% |
| All | +41.2% | +81.3% | -40.1% | -35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling