+12.5%
VTMX vs VOO
+78.7%
-66.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.6% |
| 7D | -3.5% | -2.0% | -1.5% | -2.2% |
| 30D | -2.7% | -1.7% | -1.0% | -1.6% |
| 3M | +0.2% | +4.7% | -4.6% | -3.0% |
| 6M | +1.4% | +12.6% | -11.2% | -6.6% |
| YTD | +11.4% | +11.8% | -0.3% | +3.1% |
| 1Y | +21.5% | +17.5% | +4.0% | +8.8% |
| 3Y | -0.5% | +77.0% | -77.5% | -42.7% |
| All | +12.5% | +78.7% | -66.2% | -34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling