+111.7%
TOMZ vs VOO
+800.4%
-688.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.4% | +10.8% | +10.5% |
| 7D | +18.1% | +2.6% | +15.6% | +17.9% |
| 30D | +75.2% | -2.0% | +77.2% | +75.5% |
| 3M | +35.8% | -2.8% | +38.6% | +36.2% |
| 6M | +4.5% | +2.2% | +2.4% | +4.4% |
| YTD | +8.5% | +11.5% | -3.0% | +7.8% |
| 1Y | +4.5% | +13.5% | -9.0% | +3.7% |
| 3Y | -9.9% | +78.1% | -88.0% | -12.9% |
| 5Y | -38.2% | +73.1% | -111.3% | -41.1% |
| 10Y | -68.9% | +310.7% | -379.6% | -72.3% |
| All | +111.7% | +800.4% | -688.8% | +2.2% |
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 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