+16.4%
TSII vs VOO
+29.1%
-12.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.8% |
| 7D | +13.7% | +3.3% | +10.5% | +5.5% |
| 30D | +0.9% | -2.7% | +3.6% | +8.3% |
| 3M | +17.9% | -1.7% | +19.7% | +24.0% |
| 6M | -14.8% | +3.1% | -17.9% | -18.7% |
| YTD | -18.3% | +11.9% | -30.3% | -34.3% |
| 1Y | -17.3% | +12.1% | -29.4% | -33.3% |
| All | +16.4% | +29.1% | -12.6% | -36.2% |
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 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