-86.5%
TMF vs VOO
+314.0%
-400.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.3% |
| 7D | +1.0% | +0.5% | +0.4% | +1.2% |
| 30D | -1.8% | -0.9% | -0.9% | -2.2% |
| 3M | -8.2% | +3.9% | -12.1% | -7.1% |
| 6M | -19.5% | +14.5% | -34.0% | -15.7% |
| YTD | -16.0% | +13.0% | -28.9% | -12.5% |
| 1Y | -22.5% | +19.4% | -41.9% | -17.5% |
| 3Y | -42.3% | +78.9% | -121.1% | -27.2% |
| 5Y | -87.7% | +82.3% | -170.0% | -84.6% |
| 10Y | -86.5% | +314.2% | -400.7% | -65.7% |
| All | -86.5% | +314.0% | -400.5% | -65.7% |
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 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