+32.3%
TM vs VOO
+67.9%
-35.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.1% |
| 7D | +10.5% | -2.7% | +13.2% | +12.3% |
| 30D | +18.2% | -5.4% | +23.6% | +22.8% |
| 3M | +15.3% | -4.1% | +19.4% | +18.5% |
| 6M | +10.8% | +0.7% | +10.1% | +9.2% |
| YTD | +1.0% | +8.7% | -7.7% | -6.5% |
| 1Y | +6.5% | +11.0% | -4.4% | -3.0% |
| 3Y | +19.3% | +75.5% | -56.2% | -24.0% |
| All | +32.3% | +67.9% | -35.6% | -13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling