+75.7%
VOO vs TFC
-0.5%
+76.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -0.9% | -1.2% | +0.3% | -0.5% |
| 30D | -2.3% | +7.8% | -10.1% | -4.6% |
| 3M | -1.2% | -3.0% | +1.8% | -0.4% |
| 6M | +3.3% | +5.8% | -2.5% | +1.0% |
| YTD | +12.3% | +5.3% | +7.0% | +9.6% |
| 1Y | +12.5% | +15.7% | -3.2% | +6.4% |
| 3Y | +79.2% | +94.8% | -15.6% | +41.9% |
| 5Y | +75.7% | 0.0% | +75.6% | +76.4% |
| All | +75.7% | -0.5% | +76.2% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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