+77.5%
TSME vs VOO
+112.2%
-34.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.5% |
| 7D | -1.7% | -0.6% | -1.1% | -0.9% |
| 30D | -3.1% | -3.6% | +0.6% | +1.4% |
| 3M | -9.2% | -2.7% | -6.5% | -6.0% |
| 6M | -4.5% | +2.2% | -6.8% | -6.6% |
| YTD | +8.7% | +10.9% | -2.2% | -3.1% |
| 1Y | +9.3% | +11.3% | -2.1% | -3.0% |
| 3Y | +70.4% | +76.9% | -6.5% | -9.0% |
| All | +77.5% | +112.2% | -34.7% | -20.8% |
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