+84.7%
TIMB vs VOO
+800.4%
-715.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | +5.2% | +2.6% | +2.7% | +2.9% |
| 30D | +4.3% | -2.0% | +6.2% | +5.9% |
| 3M | +10.2% | -2.8% | +13.0% | +12.7% |
| 6M | -14.4% | +2.2% | -16.6% | -16.6% |
| YTD | -0.6% | +11.5% | -12.1% | -10.7% |
| 1Y | -16.1% | +13.5% | -29.6% | -25.8% |
| 3Y | +27.3% | +78.1% | -50.8% | -28.1% |
| 5Y | +107.3% | +73.1% | +34.2% | +17.2% |
| 10Y | +139.1% | +310.7% | -171.6% | -49.7% |
| All | +84.7% | +800.4% | -715.8% | -82.4% |
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