+75.3%
TAC vs VOO
+78.4%
-3.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.6% | +2.7% |
| 7D | +6.9% | +0.1% | +6.8% | +6.7% |
| 30D | +4.0% | -3.3% | +7.3% | +7.4% |
| 3M | +10.3% | -2.4% | +12.7% | +12.9% |
| 6M | +7.8% | +2.6% | +5.2% | +5.0% |
| YTD | +9.2% | +11.3% | -2.0% | -1.9% |
| 1Y | -11.0% | +13.4% | -24.4% | -21.4% |
| 3Y | +75.3% | +80.3% | -5.0% | -6.3% |
| All | +75.3% | +78.4% | -3.1% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling