-15.7%
TAK vs VOO
+325.3%
-341.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.4% |
| 7D | -1.0% | -0.8% | -0.3% | -0.7% |
| 30D | +4.9% | -1.1% | +6.0% | +5.4% |
| 3M | +15.1% | +3.9% | +11.2% | +12.8% |
| 6M | +0.8% | +13.6% | -12.9% | -5.4% |
| YTD | +17.1% | +12.7% | +4.4% | +10.2% |
| 1Y | +19.0% | +17.6% | +1.5% | +9.7% |
| 3Y | +25.9% | +77.3% | -51.4% | -7.0% |
| 5Y | +15.5% | +84.1% | -68.6% | -17.5% |
| All | -15.7% | +325.3% | -341.0% | -60.1% |
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