-11.0%
TMFM vs VOO
+73.4%
-84.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | -4.6% | -0.4% | -4.2% | -4.2% |
| 30D | -7.1% | -1.4% | -5.8% | -5.9% |
| 3M | +1.1% | +3.7% | -2.6% | -2.6% |
| 6M | -1.0% | +13.0% | -14.0% | -12.3% |
| YTD | -7.9% | +12.4% | -20.4% | -18.1% |
| 1Y | -16.1% | +18.6% | -34.7% | -29.2% |
| 3Y | +5.8% | +78.1% | -72.2% | -41.2% |
| All | -11.0% | +73.4% | -84.5% | -48.8% |
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