+16.8%
TM vs VOO
+79.1%
-62.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.3% |
| 7D | -3.9% | +3.3% | -7.1% | -6.4% |
| 30D | +11.1% | -2.7% | +13.8% | +13.1% |
| 3M | +11.4% | -1.7% | +13.1% | +12.4% |
| 6M | +15.4% | +3.1% | +12.3% | +11.2% |
| YTD | -2.0% | +11.9% | -14.0% | -12.6% |
| 1Y | +1.2% | +12.1% | -10.9% | -9.8% |
| All | +16.8% | +79.1% | -62.3% | -30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling