+287.8%
TMFC vs VOO
+198.9%
+89.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.4% |
| 7D | -2.7% | -2.7% | 0.0% | +0.3% |
| 30D | -8.5% | -5.4% | -3.1% | -2.8% |
| 3M | -6.2% | -4.1% | -2.1% | -1.8% |
| 6M | -1.7% | +0.7% | -2.4% | -2.4% |
| YTD | +4.4% | +8.7% | -4.3% | -4.5% |
| 1Y | +5.5% | +11.0% | -5.5% | -5.6% |
| 3Y | +84.9% | +75.5% | +9.5% | +1.9% |
| 5Y | +72.1% | +68.4% | +3.7% | -0.1% |
| All | +287.8% | +198.9% | +89.0% | +26.2% |
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