+68.7%
TMSL vs VOO
+82.5%
-13.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.6% |
| 7D | -0.9% | -0.4% | -0.6% | -0.5% |
| 30D | -5.0% | -1.4% | -3.6% | -3.6% |
| 3M | +2.1% | +3.7% | -1.7% | -1.9% |
| 6M | +12.4% | +13.0% | -0.6% | -1.3% |
| YTD | +17.0% | +12.4% | +4.6% | +3.4% |
| 1Y | +21.7% | +18.6% | +3.1% | +1.7% |
| 3Y | +67.8% | +78.1% | -10.2% | -7.7% |
| All | +68.7% | +82.5% | -13.8% | -8.0% |
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