-14.4%
TMUSI vs VOO
+22.9%
-37.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.2% |
| 7D | -1.1% | -0.8% | -0.3% | -0.9% |
| 30D | -7.1% | -1.1% | -6.0% | -6.8% |
| 3M | -7.8% | +3.9% | -11.6% | -8.7% |
| 6M | -11.2% | +13.6% | -24.8% | -14.0% |
| YTD | -15.8% | +12.7% | -28.5% | -18.3% |
| 1Y | -17.7% | +17.6% | -35.2% | -21.9% |
| All | -14.4% | +22.9% | -37.4% | -21.3% |
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 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