+140.7%
TM vs VOO
+309.6%
-168.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.6% |
| 7D | -1.7% | +2.6% | -4.3% | -3.5% |
| 30D | +12.6% | -2.0% | +14.6% | +13.7% |
| 3M | +12.6% | -2.8% | +15.3% | +14.3% |
| 6M | +13.7% | +2.2% | +11.5% | +11.2% |
| YTD | -0.8% | +11.5% | -12.3% | -8.7% |
| 1Y | +4.5% | +13.5% | -9.0% | -5.1% |
| 3Y | +18.4% | +78.1% | -59.7% | -21.2% |
| 5Y | +27.2% | +73.1% | -45.9% | -14.3% |
| All | +140.7% | +309.6% | -168.9% | -22.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling