+228.7%
TMV vs VOO
+82.3%
+146.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | 0.0% |
| 7D | -1.0% | +0.5% | -1.6% | -0.9% |
| 30D | +1.6% | -0.9% | +2.5% | +1.4% |
| 3M | +7.9% | +3.9% | +4.1% | +9.0% |
| 6M | +21.8% | +14.5% | +7.2% | +25.6% |
| YTD | +16.1% | +13.0% | +3.1% | +19.5% |
| 1Y | +25.8% | +19.4% | +6.4% | +30.8% |
| 3Y | +27.6% | +78.9% | -51.3% | +45.3% |
| 5Y | +228.7% | +82.3% | +146.4% | +300.1% |
| All | +228.7% | +82.3% | +146.3% | +300.1% |
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