-15.8%
TACT vs VOO
+817.1%
-832.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -8.9% | +0.1% | -8.9% | -8.9% |
| 3M | +10.3% | +2.0% | +8.3% | +9.0% |
| 6M | +47.7% | +13.0% | +34.7% | +37.2% |
| YTD | +28.5% | +13.6% | +14.9% | +19.0% |
| 1Y | +15.2% | +20.1% | -4.8% | +3.4% |
| 3Y | -29.3% | +77.6% | -106.9% | -50.1% |
| 5Y | -62.3% | +82.4% | -144.8% | -74.1% |
| 10Y | -23.3% | +316.8% | -340.1% | -67.7% |
| All | -15.8% | +817.1% | -832.9% | -76.8% |
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