+216.6%
TAC vs VOO
+315.3%
-98.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | +4.3% | -0.4% | +4.7% | +4.6% |
| 30D | +1.2% | -1.4% | +2.5% | +2.2% |
| 3M | -0.5% | +3.7% | -4.2% | -3.4% |
| 6M | -1.6% | +13.0% | -14.6% | -11.0% |
| YTD | -1.2% | +12.4% | -13.6% | -10.2% |
| 1Y | +1.2% | +18.6% | -17.4% | -11.6% |
| 3Y | +35.7% | +78.1% | -42.3% | -13.3% |
| 5Y | +34.0% | +82.3% | -48.2% | -17.4% |
| 10Y | +216.6% | +322.5% | -105.9% | -1.0% |
| All | +216.6% | +315.3% | -98.7% | -1.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling