+307.5%
TMFC vs VOO
+209.1%
+98.4%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | -0.4% | -0.4% | 0.0% | 0.0% |
| 30D | -1.9% | -1.4% | -0.5% | -0.4% |
| 3M | +4.6% | +3.7% | +0.9% | +0.6% |
| 6M | +13.3% | +13.0% | +0.3% | -0.6% |
| YTD | +9.7% | +12.4% | -2.7% | -3.2% |
| 1Y | +15.1% | +18.6% | -3.5% | -4.2% |
| 3Y | +92.9% | +78.1% | +14.9% | +4.6% |
| 5Y | +89.0% | +82.3% | +6.8% | +1.0% |
| All | +307.5% | +209.1% | +98.4% | +27.8% |
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