+286.4%
TMDX vs VOO
+192.3%
+94.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -1.5% |
| 7D | +2.5% | -0.4% | +2.9% | +3.0% |
| 30D | -2.3% | -1.4% | -0.9% | -0.4% |
| 3M | +16.3% | +3.7% | +12.6% | +10.9% |
| 6M | -35.9% | +13.0% | -48.9% | -45.7% |
| YTD | -29.0% | +12.4% | -41.4% | -39.4% |
| 1Y | -20.2% | +18.6% | -38.8% | -36.2% |
| 3Y | +47.5% | +78.1% | -30.5% | -29.7% |
| 5Y | +169.2% | +82.3% | +86.9% | +30.3% |
| All | +286.4% | +192.3% | +94.1% | +29.5% |
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