+13.3%
TAC vs VOO
+798.5%
-785.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.6% | +3.0% |
| 7D | +6.9% | +0.1% | +6.8% | +6.8% |
| 30D | +4.0% | -3.3% | +7.3% | +7.0% |
| 3M | +10.3% | -2.4% | +12.7% | +12.5% |
| 6M | +7.8% | +2.6% | +5.2% | +5.5% |
| YTD | +9.2% | +11.3% | -2.0% | -0.1% |
| 1Y | -11.0% | +13.4% | -24.4% | -19.7% |
| 3Y | +75.3% | +80.3% | -5.0% | +9.0% |
| 5Y | +28.1% | +72.7% | -44.6% | -18.9% |
| 10Y | +292.9% | +310.0% | -17.1% | +17.2% |
| All | +13.3% | +798.5% | -785.2% | -82.6% |
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