-30.1%
TMQ vs VOO
+615.4%
-645.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.3% |
| 7D | -8.8% | +0.1% | -8.9% | -8.9% |
| 30D | -6.3% | +0.1% | -6.3% | -6.2% |
| 3M | -25.7% | +2.0% | -27.7% | -26.3% |
| 6M | -18.7% | +13.0% | -31.8% | -25.8% |
| YTD | -23.4% | +13.6% | -37.0% | -30.2% |
| 1Y | +87.5% | +20.1% | +67.4% | +62.7% |
| 3Y | +573.5% | +77.6% | +495.9% | +321.6% |
| 5Y | +65.0% | +82.4% | -17.4% | +0.9% |
| 10Y | +489.3% | +316.8% | +172.4% | +99.5% |
| All | -30.1% | +615.4% | -645.5% | -86.6% |
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