-76.6%
TOMZ vs VOO
+321.7%
-398.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.4% |
| 7D | -1.2% | -2.0% | +0.8% | -1.2% |
| 30D | -5.8% | -1.7% | -4.1% | -5.8% |
| 3M | -35.3% | +4.7% | -40.1% | -35.2% |
| 6M | -16.4% | +12.6% | -29.0% | -15.9% |
| YTD | -30.3% | +11.8% | -42.1% | -29.9% |
| 1Y | -34.5% | +17.5% | -52.1% | -34.0% |
| 3Y | -56.9% | +77.0% | -133.9% | -54.9% |
| 5Y | -77.5% | +82.6% | -160.0% | -76.9% |
| All | -76.6% | +321.7% | -398.3% | -73.3% |
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