+314.1%
TM vs VOO
+810.0%
-495.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.1% | +2.3% |
| 7D | +0.6% | -0.8% | +1.3% | +1.2% |
| 30D | +5.3% | -1.1% | +6.4% | +6.2% |
| 3M | +13.3% | +3.9% | +9.4% | +9.9% |
| 6M | -10.2% | +13.6% | -23.9% | -18.8% |
| YTD | -7.4% | +12.7% | -20.1% | -15.6% |
| 1Y | +0.3% | +17.6% | -17.3% | -11.6% |
| 3Y | +17.3% | +77.3% | -60.0% | -24.2% |
| 5Y | +25.6% | +84.1% | -58.6% | -21.7% |
| 10Y | +114.8% | +323.5% | -208.8% | -34.7% |
| All | +314.1% | +810.0% | -495.9% | -34.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling