+16.4%
TMFG vs VOO
+72.0%
-55.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.3% |
| 7D | +1.4% | +2.6% | -1.2% | -1.1% |
| 30D | +1.2% | -2.0% | +3.2% | +3.0% |
| 3M | -4.4% | -2.8% | -1.6% | -1.9% |
| 6M | 0.0% | +2.2% | -2.2% | -2.3% |
| YTD | +1.2% | +11.5% | -10.3% | -9.1% |
| 1Y | +3.1% | +13.5% | -10.3% | -8.9% |
| 3Y | +39.7% | +78.1% | -38.4% | -22.8% |
| All | +16.4% | +72.0% | -55.6% | -33.6% |
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