-22.9%
TAL vs VOO
+306.9%
-329.8%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.8% |
| 7D | +1.0% | -0.6% | +1.6% | +1.2% |
| 30D | -21.6% | -3.6% | -18.0% | -19.5% |
| 3M | -19.4% | -2.7% | -16.6% | -17.9% |
| 6M | -9.1% | +2.2% | -11.4% | -11.4% |
| YTD | -7.6% | +10.9% | -18.5% | -15.6% |
| 1Y | -14.9% | +11.3% | -26.2% | -22.5% |
| 3Y | +7.2% | +76.9% | -69.7% | -34.3% |
| 5Y | +156.5% | +73.5% | +83.0% | +61.0% |
| 10Y | -22.9% | +307.7% | -330.6% | -78.0% |
| All | -22.9% | +306.9% | -329.8% | -78.0% |
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 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