+301.4%
TMFC vs VOO
+207.7%
+93.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | +4.2% | +3.3% | +0.9% | +0.6% |
| 30D | -4.9% | -2.7% | -2.3% | -2.1% |
| 3M | -2.8% | -1.7% | -1.1% | -0.9% |
| 6M | +0.9% | +3.1% | -2.2% | -2.3% |
| YTD | +8.1% | +11.9% | -3.9% | -4.2% |
| 1Y | +7.4% | +12.1% | -4.7% | -4.9% |
| 3Y | +87.0% | +78.6% | +8.4% | +1.1% |
| 5Y | +79.3% | +73.8% | +5.5% | +0.6% |
| All | +301.4% | +207.7% | +93.7% | +26.6% |
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