+1,299.5%
TMO vs VOO
+807.8%
+491.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.9% |
| 7D | -0.5% | -0.4% | -0.1% | -0.1% |
| 30D | +1.0% | -1.4% | +2.4% | +2.3% |
| 3M | +22.7% | +3.7% | +19.0% | +18.1% |
| 6M | +19.0% | +13.0% | +6.0% | +5.6% |
| YTD | +4.7% | +12.4% | -7.7% | -6.5% |
| 1Y | +26.0% | +18.6% | +7.4% | +6.8% |
| 3Y | +18.0% | +78.1% | -60.1% | -32.5% |
| 5Y | +8.0% | +82.3% | -74.3% | -39.9% |
| 10Y | +333.8% | +322.5% | +11.2% | -2.1% |
| All | +1,299.5% | +807.8% | +491.7% | +41.1% |
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