+84.6%
TSME vs VOO
+115.2%
-30.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | +0.3% | -0.4% | +0.7% | +0.8% |
| 30D | -5.6% | -1.4% | -4.2% | -4.0% |
| 3M | -2.9% | +3.7% | -6.6% | -6.8% |
| 6M | +10.9% | +13.0% | -2.1% | -3.5% |
| YTD | +13.0% | +12.4% | +0.5% | -1.1% |
| 1Y | +13.1% | +18.6% | -5.5% | -6.8% |
| 3Y | +64.2% | +78.1% | -13.9% | -13.2% |
| All | +84.6% | +115.2% | -30.6% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling