-54.5%
TMC vs VOO
+81.4%
-135.9%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.7% |
| 7D | -6.8% | -0.4% | -6.4% | -6.3% |
| 30D | -3.4% | -1.4% | -2.0% | -1.1% |
| 3M | -14.6% | +3.7% | -18.3% | -18.7% |
| 6M | -31.7% | +13.0% | -44.8% | -41.6% |
| YTD | -30.6% | +12.4% | -43.1% | -39.8% |
| 1Y | -17.7% | +18.6% | -36.3% | -33.2% |
| 3Y | +259.7% | +78.1% | +181.6% | +72.9% |
| All | -54.5% | +81.4% | -135.9% | -78.7% |
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