-42.9%
TMS vs VOO
+47.8%
-90.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.7% |
| 7D | +19.4% | +3.3% | +16.1% | +18.7% |
| 30D | -1.9% | -2.7% | +0.8% | -1.5% |
| 3M | -23.7% | -1.7% | -22.0% | -23.7% |
| 6M | -45.8% | +3.1% | -48.9% | -45.9% |
| YTD | -45.0% | +11.9% | -56.9% | -44.8% |
| 1Y | -45.0% | +12.1% | -57.1% | -44.9% |
| All | -42.9% | +47.8% | -90.7% | -41.7% |
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