-30.9%
TME vs VOO
+221.7%
-252.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -2.2% |
| 7D | -2.7% | -0.9% | -1.8% | -2.2% |
| 30D | +9.1% | -2.3% | +11.5% | +10.9% |
| 3M | +5.7% | -1.2% | +6.9% | +6.5% |
| 6M | +0.3% | +3.3% | -3.0% | -2.7% |
| YTD | -46.0% | +12.3% | -58.3% | -51.0% |
| 1Y | -54.4% | +12.5% | -66.9% | -58.6% |
| 3Y | +31.3% | +79.2% | -47.9% | -18.7% |
| 5Y | +10.9% | +75.7% | -64.7% | -30.2% |
| All | -30.9% | +221.7% | -252.6% | -71.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling