-0.7%
TAC vs VOO
+817.1%
-817.8%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.6% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -5.2% | +0.1% | -5.3% | -5.3% |
| 3M | -7.3% | +2.0% | -9.3% | -8.9% |
| 6M | -9.0% | +13.0% | -22.1% | -17.9% |
| YTD | -4.3% | +13.6% | -17.9% | -14.0% |
| 1Y | -0.2% | +20.1% | -20.3% | -14.0% |
| 3Y | +31.5% | +77.6% | -46.1% | -17.3% |
| 5Y | +31.5% | +82.4% | -51.0% | -20.7% |
| 10Y | +221.8% | +316.8% | -95.1% | -5.4% |
| All | -0.7% | +817.1% | -817.8% | -85.0% |
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