-19.8%
TMUSZ vs VOO
+22.1%
-41.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -0.1% | +3.3% | -3.4% | -0.7% |
| 30D | +2.3% | -2.7% | +5.0% | +2.8% |
| 3M | -10.3% | -1.7% | -8.5% | -10.1% |
| 6M | -17.9% | +3.1% | -21.0% | -18.7% |
| YTD | -21.7% | +11.9% | -33.6% | -24.1% |
| 1Y | -20.9% | +12.1% | -33.0% | -23.5% |
| All | -19.8% | +22.1% | -41.9% | -24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling