-24.8%
TMF vs VOO
+75.5%
-100.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | +1.2% | -2.7% | +3.9% | +2.0% |
| 30D | +19.7% | -5.4% | +25.1% | +21.7% |
| 3M | -2.1% | -4.1% | +2.0% | -1.0% |
| 6M | -13.4% | +0.7% | -14.2% | -13.7% |
| YTD | -16.7% | +8.7% | -25.5% | -18.7% |
| 1Y | -23.3% | +11.0% | -34.3% | -25.4% |
| 3Y | -24.8% | +75.5% | -100.3% | -52.3% |
| All | -24.8% | +75.5% | -100.3% | -52.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling