+41.7%
TOMZ vs VOO
+817.1%
-775.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.1% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -11.0% | +0.1% | -11.1% | -11.0% |
| 3M | -47.5% | +2.0% | -49.5% | -47.6% |
| 6M | -12.8% | +13.0% | -25.9% | -13.5% |
| YTD | -27.4% | +13.6% | -40.9% | -28.0% |
| 1Y | -34.9% | +20.1% | -54.9% | -35.7% |
| 3Y | -48.0% | +77.6% | -125.6% | -49.8% |
| 5Y | -73.1% | +82.4% | -155.6% | -74.4% |
| 10Y | -76.4% | +316.8% | -393.2% | -79.0% |
| All | +41.7% | +817.1% | -775.4% | -31.7% |
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