+122.2%
TIMB vs VOO
+80.3%
+41.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.5% |
| 7D | +2.6% | -2.0% | +4.5% | +3.6% |
| 30D | +6.3% | -1.7% | +8.0% | +7.2% |
| 3M | -10.5% | +4.7% | -15.2% | -12.6% |
| 6M | -26.4% | +12.6% | -39.0% | -30.9% |
| YTD | -0.1% | +11.8% | -11.8% | -5.8% |
| 1Y | -6.3% | +17.5% | -23.9% | -13.9% |
| 3Y | +55.6% | +77.0% | -21.4% | +14.6% |
| 5Y | +122.2% | +82.6% | +39.6% | +58.0% |
| All | +122.2% | +80.3% | +41.8% | +58.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling