+211.1%
TFPM vs VOO
+101.8%
+109.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | +8.7% | +0.1% | +8.6% | +8.7% |
| 3M | +11.8% | +2.0% | +9.8% | +10.7% |
| 6M | -13.3% | +13.0% | -26.3% | -18.4% |
| YTD | +2.6% | +13.6% | -11.0% | -3.5% |
| 1Y | +26.4% | +20.1% | +6.4% | +16.4% |
| 3Y | +155.6% | +77.6% | +78.1% | +97.7% |
| All | +211.1% | +101.8% | +109.3% | +128.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling