-71.0%
TOMZ vs VOO
+311.2%
-382.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.3% | -8.4% | -8.7% |
| 7D | +5.5% | +3.3% | +2.2% | +5.5% |
| 30D | +39.4% | -2.7% | +42.1% | +39.3% |
| 3M | +36.9% | -1.7% | +38.6% | +36.8% |
| 6M | -1.7% | +3.1% | -4.8% | -1.6% |
| YTD | -1.7% | +11.9% | -13.7% | -1.1% |
| 1Y | -8.7% | +12.1% | -20.8% | -8.1% |
| 3Y | -17.6% | +78.6% | -96.1% | -13.4% |
| 5Y | -44.0% | +73.8% | -117.8% | -43.6% |
| All | -71.0% | +311.2% | -382.2% | -58.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling