+76.7%
TSME vs VOO
+114.2%
-37.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | +2.4% | +3.3% | -0.9% | -1.5% |
| 30D | -3.0% | -2.7% | -0.3% | +0.3% |
| 3M | -11.4% | -1.7% | -9.7% | -9.4% |
| 6M | -4.3% | +3.1% | -7.4% | -7.4% |
| YTD | +8.2% | +11.9% | -3.7% | -4.6% |
| 1Y | +9.5% | +12.1% | -2.6% | -3.5% |
| 3Y | +69.6% | +78.6% | -8.9% | -10.4% |
| All | +76.7% | +114.2% | -37.5% | -22.1% |
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 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