-89.4%
TMV vs VOO
+798.5%
-887.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -1.6% |
| 7D | -0.5% | +0.1% | -0.6% | -0.7% |
| 30D | -14.3% | -3.3% | -11.0% | -12.4% |
| 3M | +1.5% | -2.4% | +3.9% | +2.9% |
| 6M | +12.9% | +2.6% | +10.3% | +9.8% |
| YTD | +16.1% | +11.3% | +4.8% | +5.7% |
| 1Y | +25.5% | +13.4% | +12.1% | +12.4% |
| 3Y | +5.8% | +80.3% | -74.5% | -37.6% |
| 5Y | +260.5% | +72.7% | +187.8% | +108.3% |
| 10Y | -8.8% | +310.0% | -318.9% | -83.4% |
| All | -89.4% | +798.5% | -887.9% | -99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling