-55.5%
TMQ vs VOO
+607.4%
-662.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -3.5% |
| 7D | -4.1% | -0.9% | -3.2% | -3.0% |
| 30D | -23.1% | -2.3% | -20.7% | -21.0% |
| 3M | -46.6% | -1.2% | -45.4% | -45.7% |
| 6M | -56.1% | +3.3% | -59.4% | -56.7% |
| YTD | -51.3% | +12.3% | -63.6% | -54.9% |
| 1Y | -46.6% | +12.5% | -59.1% | -50.5% |
| 3Y | +366.7% | +79.2% | +287.5% | +192.4% |
| 5Y | +8.8% | +75.7% | -66.9% | -30.8% |
| 10Y | +356.5% | +313.7% | +42.8% | +56.9% |
| All | -55.5% | +607.4% | -662.9% | -91.3% |
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