+515.8%
TMQ vs VOO
+315.3%
+200.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +1.0% |
| 7D | +0.9% | -0.4% | +1.2% | +1.1% |
| 30D | -9.5% | -1.4% | -8.2% | -8.3% |
| 3M | -6.1% | +3.7% | -9.9% | -8.9% |
| 6M | -12.5% | +13.0% | -25.5% | -20.5% |
| YTD | -18.6% | +12.4% | -31.0% | -25.5% |
| 1Y | +83.8% | +18.6% | +65.2% | +59.8% |
| 3Y | +588.2% | +78.1% | +510.2% | +316.9% |
| 5Y | +77.3% | +82.3% | -5.0% | +5.1% |
| 10Y | +515.8% | +322.5% | +193.3% | +134.7% |
| All | +515.8% | +315.3% | +200.5% | +134.7% |
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