-83.7%
TMCI vs VOO
+82.8%
-166.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.8% | +2.5% |
| 7D | -6.2% | -0.8% | -5.5% | -5.2% |
| 30D | -5.1% | -1.1% | -4.0% | -3.5% |
| 3M | +15.3% | +3.9% | +11.5% | +9.3% |
| 6M | +224.5% | +13.6% | +210.8% | +173.5% |
| YTD | +84.1% | +12.7% | +71.4% | +57.6% |
| 1Y | -39.4% | +17.6% | -57.0% | -51.1% |
| 3Y | -68.2% | +77.3% | -145.6% | -84.8% |
| All | -83.7% | +82.8% | -166.5% | -92.5% |
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