+827.8%
VOO vs TMF
-66.5%
+894.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.3% |
| 7D | +0.1% | -1.4% | +1.5% | 0.0% |
| 30D | +0.1% | -2.8% | +2.9% | -0.2% |
| 3M | +2.0% | -10.9% | +12.9% | +0.9% |
| 6M | +13.0% | -21.3% | +34.4% | +10.3% |
| YTD | +13.6% | -15.9% | +29.5% | +11.7% |
| 1Y | +20.1% | -15.7% | +35.8% | +18.3% |
| 3Y | +77.6% | -43.4% | +120.9% | +69.8% |
| 5Y | +82.4% | -87.8% | +170.2% | +42.4% |
| 10Y | +316.8% | -86.7% | +403.6% | +254.8% |
| All | +827.8% | -66.5% | +894.3% | +966.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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