-56.1%
TOMZ vs VOO
+79.1%
-135.2%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.1% |
| 7D | +1.8% | +0.5% | +1.3% | +1.6% |
| 30D | -8.8% | -0.9% | -7.9% | -8.4% |
| 3M | -41.8% | +3.9% | -45.6% | -42.5% |
| 6M | -14.9% | +14.5% | -29.4% | -18.2% |
| YTD | -29.1% | +13.0% | -42.0% | -31.6% |
| 1Y | -34.1% | +19.4% | -53.6% | -38.0% |
| 3Y | -56.1% | +78.9% | -135.0% | -62.5% |
| All | -56.1% | +79.1% | -135.2% | -62.5% |
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