+109.5%
TM vs VOO
+316.3%
-206.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | +1.4% | +0.1% | +1.2% | +1.3% |
| 30D | +6.0% | +0.1% | +6.0% | +6.0% |
| 3M | +9.8% | +2.0% | +7.8% | +8.1% |
| 6M | -15.3% | +13.0% | -28.4% | -22.6% |
| YTD | -7.9% | +13.6% | -21.5% | -16.0% |
| 1Y | -0.3% | +20.1% | -20.3% | -12.6% |
| 3Y | +20.8% | +77.6% | -56.7% | -19.2% |
| 5Y | +22.8% | +82.4% | -59.6% | -19.9% |
| All | +109.5% | +316.3% | -206.9% | -29.5% |
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