-8.7%
TOMZ vs VOO
+11.8%
-20.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.3% | -8.4% | -8.5% |
| 7D | +5.5% | +3.3% | +2.2% | +3.4% |
| 30D | +39.4% | -2.7% | +42.1% | +41.6% |
| 3M | +36.9% | -1.7% | +38.6% | +38.3% |
| 6M | -1.7% | +3.1% | -4.8% | -1.6% |
| YTD | -1.7% | +11.9% | -13.7% | +1.5% |
| 1Y | -8.7% | +12.1% | -20.8% | -6.3% |
| All | -8.7% | +11.8% | -20.5% | -6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling