+17.3%
TMFG vs VOO
+73.4%
-56.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.6% |
| 7D | -0.8% | -0.4% | -0.5% | -0.5% |
| 30D | -4.0% | -1.4% | -2.6% | -2.8% |
| 3M | -0.5% | +3.7% | -4.3% | -4.1% |
| 6M | +4.4% | +13.0% | -8.7% | -7.4% |
| YTD | +2.0% | +12.4% | -10.5% | -9.0% |
| 1Y | +0.6% | +18.6% | -18.0% | -14.8% |
| 3Y | +36.4% | +78.1% | -41.7% | -24.4% |
| All | +17.3% | +73.4% | -56.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling