-21.9%
TACT vs VOO
+314.0%
-335.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.3% |
| 7D | +2.7% | +0.5% | +2.2% | +2.4% |
| 30D | -8.1% | -0.9% | -7.1% | -7.6% |
| 3M | +9.4% | +3.9% | +5.5% | +7.0% |
| 6M | +51.4% | +14.5% | +36.9% | +39.5% |
| YTD | +31.0% | +13.0% | +18.0% | +21.7% |
| 1Y | +15.2% | +19.4% | -4.3% | +3.6% |
| 3Y | -25.2% | +78.9% | -104.1% | -47.6% |
| 5Y | -60.5% | +82.3% | -142.7% | -72.9% |
| 10Y | -21.9% | +314.2% | -336.1% | -68.7% |
| All | -21.9% | +314.0% | -335.9% | -68.7% |
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