+260.5%
TMV vs VOO
+72.0%
+188.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | +0.6% |
| 7D | -0.5% | +0.1% | -0.6% | -0.4% |
| 30D | -14.3% | -3.3% | -11.0% | -15.0% |
| 3M | +1.5% | -2.4% | +3.9% | +1.0% |
| 6M | +12.9% | +2.6% | +10.3% | +13.8% |
| YTD | +16.1% | +11.3% | +4.8% | +19.3% |
| 1Y | +25.5% | +13.4% | +12.1% | +29.5% |
| 3Y | +5.8% | +80.3% | -74.5% | +21.4% |
| 5Y | +260.5% | +72.7% | +187.8% | +357.2% |
| All | +260.5% | +72.0% | +188.5% | +357.2% |
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