+75.4%
TMQ vs VOO
+82.3%
-6.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.6% | +6.3% | +6.4% |
| 7D | +4.2% | +0.5% | +3.6% | +3.4% |
| 30D | -8.2% | -0.9% | -7.2% | -7.2% |
| 3M | -11.4% | +3.9% | -15.3% | -14.4% |
| 6M | -12.7% | +14.5% | -27.3% | -22.4% |
| YTD | -19.0% | +13.0% | -32.0% | -26.8% |
| 1Y | +75.4% | +19.4% | +55.9% | +50.1% |
| 3Y | +584.3% | +78.9% | +505.4% | +314.8% |
| 5Y | +75.4% | +82.3% | -6.9% | +3.9% |
| All | +75.4% | +82.3% | -6.9% | +3.9% |
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 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