+6.2%
TAFL vs VOO
+69.1%
-62.9%
-6.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.1% |
| 7D | -1.3% | -2.0% | +0.7% | -1.2% |
| 30D | -3.0% | -1.7% | -1.4% | -2.9% |
| 3M | -3.3% | +4.7% | -8.0% | -3.5% |
| 6M | -2.3% | +12.6% | -14.8% | -2.9% |
| YTD | -1.4% | +11.8% | -13.1% | -2.0% |
| 1Y | +0.6% | +17.5% | -17.0% | -0.2% |
| All | +6.2% | +69.1% | -62.9% | +3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling