-17.6%
TAK vs VOO
+812.0%
-829.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | +0.5% | +0.5% | 0.0% | +0.3% |
| 30D | +5.0% | -0.9% | +5.9% | +5.4% |
| 3M | +16.4% | +3.9% | +12.5% | +14.2% |
| 6M | +2.5% | +14.5% | -12.1% | -4.0% |
| YTD | +17.5% | +13.0% | +4.6% | +10.7% |
| 1Y | +20.0% | +19.4% | +0.5% | +10.1% |
| 3Y | +28.7% | +78.9% | -50.2% | -4.0% |
| 5Y | +14.2% | +82.3% | -68.1% | -16.7% |
| 10Y | -15.3% | +314.2% | -329.5% | -59.0% |
| All | -17.6% | +812.0% | -829.6% | -73.7% |
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 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