+9.6%
TAL vs VOO
+315.3%
-305.8%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.8% | -2.8% |
| 7D | -5.7% | -0.4% | -5.3% | -5.4% |
| 30D | -8.5% | -1.4% | -7.1% | -7.5% |
| 3M | +25.0% | +3.7% | +21.3% | +21.0% |
| 6M | +6.5% | +13.0% | -6.5% | -3.9% |
| YTD | +4.9% | +12.4% | -7.6% | -5.0% |
| 1Y | +7.6% | +18.6% | -11.0% | -6.6% |
| 3Y | +59.1% | +78.1% | -18.9% | -2.7% |
| 5Y | +111.9% | +82.3% | +29.6% | +28.5% |
| 10Y | +9.6% | +322.5% | -313.0% | -70.6% |
| All | +9.6% | +315.3% | -305.8% | -70.6% |
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