-30.1%
TME vs VOO
+217.6%
-247.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | +3.2% | -0.6% | +3.8% | +3.5% |
| 30D | +11.3% | -3.6% | +15.0% | +14.4% |
| 3M | -5.8% | -2.7% | -3.0% | -3.8% |
| 6M | +1.0% | +2.2% | -1.3% | -1.3% |
| YTD | -45.3% | +10.9% | -56.2% | -49.9% |
| 1Y | -55.5% | +11.3% | -66.9% | -59.4% |
| 3Y | +32.8% | +76.9% | -44.1% | -16.9% |
| 5Y | +22.4% | +73.5% | -51.1% | -22.2% |
| All | -30.1% | +217.6% | -247.7% | -70.8% |
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