+820.6%
VOO vs TMO
+1,328.7%
-508.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.4% |
| 7D | -0.8% | -0.6% | -0.1% | -0.5% |
| 30D | -1.1% | +1.1% | -2.2% | -1.7% |
| 3M | +3.9% | +28.3% | -24.4% | -7.2% |
| 6M | +13.6% | +23.3% | -9.6% | +2.5% |
| YTD | +12.7% | +5.5% | +7.3% | +8.5% |
| 1Y | +17.6% | +24.5% | -7.0% | +4.5% |
| 3Y | +77.3% | +19.6% | +57.8% | +56.3% |
| 5Y | +84.1% | +8.1% | +76.0% | +66.6% |
| 10Y | +323.5% | +336.7% | -13.2% | +86.0% |
| All | +820.6% | +1,328.7% | -508.1% | +118.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMO.
Daily Out/Under-Performance
Portfolio return minus TMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMO 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 TMO 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