+13.2%
VTMX vs VOO
+80.6%
-67.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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 | +21.6% | +19.4% | +2.2% | +7.7% |
| 3Y | +0.1% | +78.9% | -78.7% | -42.8% |
| All | +13.2% | +80.6% | -67.4% | -35.0% |
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