-41.5%
TMF vs VOO
+80.9%
-122.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.5% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | -2.8% | +0.1% | -2.9% | -2.8% |
| 3M | -10.9% | +2.0% | -12.9% | -11.6% |
| 6M | -21.3% | +13.0% | -34.4% | -24.6% |
| YTD | -15.9% | +13.6% | -29.5% | -19.6% |
| 1Y | -15.7% | +20.1% | -35.8% | -21.0% |
| All | -41.5% | +80.9% | -122.4% | -64.5% |
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