-89.4%
TMV vs VOO
+817.1%
-906.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +2.6% | +0.1% | +2.5% | +2.5% |
| 3M | +11.4% | +2.0% | +9.4% | +9.3% |
| 6M | +24.6% | +13.0% | +11.6% | +12.7% |
| YTD | +16.0% | +13.6% | +2.4% | +4.4% |
| 1Y | +15.6% | +20.1% | -4.5% | -0.4% |
| 3Y | +29.7% | +77.6% | -47.8% | -22.5% |
| 5Y | +229.6% | +82.4% | +147.2% | +80.9% |
| 10Y | +21.1% | +316.8% | -295.7% | -78.1% |
| All | -89.4% | +817.1% | -906.5% | -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