-65.6%
TMF vs VOO
+817.1%
-882.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.1% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | -2.8% | +0.1% | -2.9% | -2.8% |
| 3M | -10.9% | +2.0% | -12.9% | -9.8% |
| 6M | -21.3% | +13.0% | -34.4% | -14.8% |
| YTD | -15.9% | +13.6% | -29.5% | -8.5% |
| 1Y | -15.7% | +20.1% | -35.8% | -4.5% |
| 3Y | -43.4% | +77.6% | -120.9% | -13.9% |
| 5Y | -87.8% | +82.4% | -170.2% | -81.5% |
| 10Y | -86.7% | +316.8% | -403.6% | -35.3% |
| All | -65.6% | +817.1% | -882.7% | +696.3% |
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 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