+377.8%
TMQ vs VOO
+78.8%
+299.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.6% | -6.4% |
| 7D | -1.8% | -0.6% | -1.2% | -0.7% |
| 30D | -23.2% | -3.6% | -19.6% | -18.5% |
| 3M | -44.6% | -2.7% | -41.9% | -41.9% |
| 6M | -52.1% | +2.2% | -54.4% | -52.4% |
| YTD | -50.1% | +10.9% | -61.0% | -54.5% |
| 1Y | -45.4% | +11.3% | -56.8% | -50.4% |
| 3Y | +377.8% | +76.9% | +300.9% | +237.9% |
| All | +377.8% | +78.8% | +299.0% | +237.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling