-81.9%
TMF vs VOO
+311.2%
-393.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.5% |
| 7D | -8.2% | +3.3% | -11.4% | -7.2% |
| 30D | +5.3% | -2.7% | +8.0% | +4.5% |
| 3M | -8.5% | -1.7% | -6.7% | -9.0% |
| 6M | -17.2% | +3.1% | -20.3% | -16.4% |
| YTD | -23.4% | +11.9% | -35.3% | -20.4% |
| 1Y | -30.2% | +12.1% | -42.3% | -27.5% |
| 3Y | -32.9% | +78.6% | -111.5% | -14.8% |
| 5Y | -88.5% | +73.8% | -162.3% | -86.2% |
| All | -81.9% | +311.2% | -393.1% | -51.2% |
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