-13.0%
TACT vs VOO
+317.9%
-330.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.3% | +2.2% | +3.1% |
| 7D | -5.6% | +0.1% | -5.6% | -5.6% |
| 30D | +13.4% | -3.3% | +16.7% | +15.7% |
| 3M | -10.7% | -2.4% | -8.3% | -9.4% |
| 6M | +46.7% | +2.6% | +44.1% | +44.5% |
| YTD | +27.3% | +11.3% | +16.0% | +19.4% |
| 1Y | +18.1% | +13.4% | +4.7% | +9.6% |
| 3Y | -17.4% | +80.3% | -97.7% | -42.3% |
| 5Y | -62.2% | +72.7% | -134.9% | -73.1% |
| 10Y | -13.0% | +310.0% | -323.0% | -65.7% |
| All | -13.0% | +317.9% | -330.9% | -65.7% |
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