+103.4%
TM vs VOO
+314.0%
-210.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.5% |
| 7D | -3.3% | +0.5% | -3.9% | -3.7% |
| 30D | +0.7% | -0.9% | +1.6% | +1.4% |
| 3M | +7.3% | +3.9% | +3.4% | +4.3% |
| 6M | -12.6% | +14.5% | -27.2% | -20.9% |
| YTD | -10.6% | +13.0% | -23.5% | -18.1% |
| 1Y | -5.6% | +19.4% | -25.0% | -17.0% |
| 3Y | +14.3% | +78.9% | -64.5% | -23.9% |
| 5Y | +18.8% | +82.3% | -63.5% | -22.4% |
| 10Y | +103.4% | +314.2% | -210.8% | -31.2% |
| All | +103.4% | +314.0% | -210.6% | -31.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling