+17.2%
TMFG vs VOO
+73.3%
-56.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -0.4% |
| 7D | -1.9% | -0.9% | -1.0% | -1.1% |
| 30D | +0.4% | -2.3% | +2.7% | +2.5% |
| 3M | -4.2% | -1.2% | -3.0% | -3.3% |
| 6M | +0.5% | +3.3% | -2.8% | -2.8% |
| YTD | +1.9% | +12.3% | -10.4% | -9.1% |
| 1Y | +2.3% | +12.5% | -10.2% | -8.9% |
| 3Y | +40.6% | +79.2% | -38.6% | -22.8% |
| All | +17.2% | +73.3% | -56.1% | -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 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