+242.1%
TSMX vs VOO
+38.7%
+203.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.8% | +6.7% |
| 7D | +4.9% | +0.1% | +4.8% | +4.4% |
| 30D | +5.4% | +0.1% | +5.3% | +5.2% |
| 3M | -14.5% | +2.0% | -16.6% | -16.8% |
| 6M | +23.7% | +13.0% | +10.6% | -10.1% |
| YTD | +64.3% | +13.6% | +50.7% | +19.3% |
| 1Y | +158.0% | +20.1% | +137.9% | +63.5% |
| All | +242.1% | +38.7% | +203.4% | +80.4% |
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