+427.4%
TAL vs VOO
+774.3%
-346.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.7% |
| 7D | +3.9% | +0.1% | +3.7% | +3.7% |
| 30D | +2.6% | +0.1% | +2.5% | +2.4% |
| 3M | +27.6% | +2.0% | +25.6% | +25.3% |
| 6M | +17.4% | +13.0% | +4.4% | +6.8% |
| YTD | +13.7% | +13.6% | +0.1% | +3.1% |
| 1Y | +21.0% | +20.1% | +0.9% | +5.2% |
| 3Y | +66.0% | +77.6% | -11.6% | +6.4% |
| 5Y | +142.2% | +82.4% | +59.7% | +53.7% |
| 10Y | +18.9% | +316.8% | -297.9% | -58.3% |
| All | +427.4% | +774.3% | -346.9% | +13.3% |
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