-10.6%
TOMZ vs VOO
+79.7%
-90.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.3% | -5.5% | -4.8% |
| 7D | +13.0% | -0.9% | +13.9% | +13.4% |
| 30D | +69.1% | -2.3% | +71.5% | +70.9% |
| 3M | +45.7% | -1.2% | +46.8% | +46.5% |
| 6M | +5.0% | +3.3% | +1.7% | +4.0% |
| YTD | +7.7% | +12.3% | -4.6% | +3.8% |
| 1Y | -4.5% | +12.5% | -17.0% | -8.1% |
| All | -10.6% | +79.7% | -90.4% | -43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling