+14.1%
VTMX vs VOO
+80.6%
-66.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.4% | -1.6% |
| 7D | -0.6% | +0.5% | -1.1% | -0.9% |
| 30D | -0.6% | -0.9% | +0.3% | 0.0% |
| 3M | -0.1% | +3.9% | -4.0% | -2.7% |
| 6M | +4.2% | +14.5% | -10.3% | -5.1% |
| YTD | +13.0% | +13.0% | 0.0% | +3.9% |
| 1Y | +22.6% | +19.4% | +3.2% | +8.6% |
| 3Y | +0.9% | +78.9% | -77.9% | -42.3% |
| All | +14.1% | +80.6% | -66.5% | -34.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling