+15.8%
TMV vs VOO
+324.3%
-308.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.0% |
| 7D | +1.0% | -0.4% | +1.4% | +1.1% |
| 30D | +0.7% | -1.4% | +2.1% | +1.2% |
| 3M | +11.8% | +3.7% | +8.1% | +10.1% |
| 6M | +27.0% | +13.0% | +14.0% | +20.5% |
| YTD | +18.2% | +12.4% | +5.8% | +12.3% |
| 1Y | +26.2% | +18.6% | +7.6% | +17.1% |
| 3Y | +29.9% | +78.1% | -48.2% | -2.8% |
| 5Y | +247.1% | +82.3% | +164.9% | +150.2% |
| All | +15.8% | +324.3% | -308.5% | -59.4% |
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