+161.5%
TFPM vs VOO
+78.5%
+83.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | -3.6% | +2.6% | -6.2% | -5.3% |
| 30D | +2.5% | -2.0% | +4.5% | +3.9% |
| 3M | -2.8% | -2.8% | 0.0% | -0.8% |
| 6M | -14.3% | +2.2% | -16.5% | -15.3% |
| YTD | -8.1% | +11.5% | -19.6% | -13.5% |
| 1Y | -1.0% | +13.5% | -14.5% | -7.6% |
| 3Y | +161.5% | +78.1% | +83.4% | +67.2% |
| All | +161.5% | +78.5% | +83.0% | +67.2% |
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