+34.7%
TAC vs VOO
+82.4%
-47.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.3% | +4.2% |
| 7D | +5.4% | +0.5% | +4.9% | +5.0% |
| 30D | +0.3% | -0.9% | +1.2% | +0.9% |
| 3M | -0.4% | +3.9% | -4.3% | -3.2% |
| 6M | -1.7% | +14.5% | -16.2% | -11.2% |
| YTD | -0.7% | +13.0% | -13.6% | -9.3% |
| 1Y | +2.0% | +19.4% | -17.4% | -10.2% |
| 3Y | +36.4% | +78.9% | -42.5% | -5.9% |
| All | +34.7% | +82.4% | -47.7% | -10.9% |
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