-16.6%
TMUSZ vs VOO
+21.4%
-38.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.4% | +1.5% |
| 7D | +6.1% | +0.1% | +6.0% | +5.9% |
| 30D | +6.5% | -3.3% | +9.8% | +7.1% |
| 3M | -7.2% | -2.4% | -4.8% | -6.9% |
| 6M | -14.3% | +2.6% | -16.9% | -15.1% |
| YTD | -18.6% | +11.3% | -29.9% | -21.0% |
| 1Y | -18.0% | +13.4% | -31.4% | -20.9% |
| All | -16.6% | +21.4% | -38.0% | -21.8% |
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