-89.0%
TMV vs VOO
+806.9%
-895.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -1.1% |
| 7D | +3.3% | -0.9% | +4.2% | +3.8% |
| 30D | -11.1% | -2.3% | -8.7% | -9.7% |
| 3M | +3.1% | -1.2% | +4.3% | +3.5% |
| 6M | +15.1% | +3.3% | +11.8% | +11.4% |
| YTD | +20.3% | +12.3% | +8.0% | +8.8% |
| 1Y | +31.5% | +12.5% | +19.0% | +18.6% |
| 3Y | +11.8% | +79.2% | -67.4% | -33.6% |
| 5Y | +253.1% | +75.7% | +177.4% | +101.1% |
| 10Y | -11.0% | +313.7% | -324.7% | -83.9% |
| All | -89.0% | +806.9% | -895.9% | -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