-20.3%
TAL vs VOO
+314.4%
-334.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -1.1% |
| 7D | +1.6% | -0.9% | +2.5% | +2.1% |
| 30D | -20.8% | -2.3% | -18.5% | -19.6% |
| 3M | -17.2% | -1.2% | -16.0% | -16.7% |
| 6M | -11.4% | +3.3% | -14.7% | -14.3% |
| YTD | -7.7% | +12.3% | -20.0% | -16.6% |
| 1Y | -14.7% | +12.5% | -27.2% | -23.0% |
| 3Y | +7.1% | +79.2% | -72.1% | -35.1% |
| 5Y | +135.8% | +75.7% | +60.2% | +46.5% |
| 10Y | -20.3% | +313.7% | -334.0% | -77.1% |
| All | -20.3% | +314.4% | -334.7% | -77.1% |
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