+45.9%
TEM vs VOO
+44.1%
+1.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -2.5% |
| 7D | -9.2% | -2.0% | -7.2% | -3.9% |
| 30D | +5.5% | -1.7% | +7.1% | +10.8% |
| 3M | +18.7% | +4.7% | +14.0% | +5.5% |
| 6M | +15.4% | +12.6% | +2.9% | -14.8% |
| YTD | -0.5% | +11.8% | -12.3% | -25.2% |
| 1Y | -24.8% | +17.5% | -42.4% | -50.4% |
| All | +45.9% | +44.1% | +1.8% | -18.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling