-52.8%
TMC vs VOO
+83.3%
-136.1%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.5% |
| 7D | -7.7% | +0.1% | -7.8% | -7.9% |
| 30D | +10.4% | +0.1% | +10.4% | +10.5% |
| 3M | -25.9% | +2.0% | -27.9% | -27.2% |
| 6M | -26.7% | +13.0% | -39.8% | -37.4% |
| YTD | -28.0% | +13.6% | -41.6% | -38.6% |
| 1Y | -13.3% | +20.1% | -33.4% | -31.0% |
| 3Y | +273.1% | +77.6% | +195.5% | +79.3% |
| All | -52.8% | +83.3% | -136.1% | -78.3% |
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