+110.0%
TOMZ vs VOO
+806.9%
-696.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.3% | -5.5% | -4.3% |
| 7D | +13.0% | -0.9% | +13.9% | +13.1% |
| 30D | +69.1% | -2.3% | +71.5% | +69.5% |
| 3M | +45.7% | -1.2% | +46.8% | +45.8% |
| 6M | +5.0% | +3.3% | +1.7% | +4.8% |
| YTD | +7.7% | +12.3% | -4.6% | +6.9% |
| 1Y | -4.5% | +12.5% | -17.0% | -5.3% |
| 3Y | -9.7% | +79.2% | -88.9% | -12.7% |
| 5Y | -33.3% | +75.7% | -109.0% | -36.5% |
| 10Y | -69.1% | +313.7% | -382.8% | -72.6% |
| All | +110.0% | +806.9% | -696.9% | +1.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling