+23.8%
TME vs VOO
+72.0%
-48.2%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -4.3% |
| 7D | +5.3% | +0.1% | +5.2% | +4.9% |
| 30D | +11.9% | -3.3% | +15.2% | +15.6% |
| 3M | -1.6% | -2.4% | +0.8% | +0.7% |
| 6M | +1.5% | +2.6% | -1.1% | -2.0% |
| YTD | -45.1% | +11.3% | -56.3% | -51.4% |
| 1Y | -54.7% | +13.4% | -68.2% | -60.8% |
| 3Y | +32.1% | +80.3% | -48.2% | -36.1% |
| 5Y | +23.8% | +72.7% | -48.9% | -32.7% |
| All | +23.8% | +72.0% | -48.2% | -32.7% |
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