+179.3%
TFPM vs VOO
+98.9%
+80.5%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.7% |
| 7D | -1.1% | +3.3% | -4.3% | -2.9% |
| 30D | -1.0% | -2.7% | +1.7% | +0.5% |
| 3M | -5.4% | -1.7% | -3.6% | -4.4% |
| 6M | -13.5% | +3.1% | -16.6% | -14.7% |
| YTD | -7.8% | +11.9% | -19.8% | -12.6% |
| 1Y | -3.1% | +12.1% | -15.2% | -8.1% |
| 3Y | +161.5% | +78.6% | +82.9% | +102.7% |
| All | +179.3% | +98.9% | +80.5% | +107.1% |
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