-16.8%
TAN vs VOO
+807.8%
-824.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.4% | -2.2% |
| 7D | +1.0% | -0.4% | +1.4% | +1.5% |
| 30D | -7.9% | -1.4% | -6.6% | -6.2% |
| 3M | -22.8% | +3.7% | -26.5% | -26.1% |
| 6M | -11.8% | +13.0% | -24.8% | -24.2% |
| YTD | -2.8% | +12.4% | -15.2% | -15.9% |
| 1Y | +13.7% | +18.6% | -4.8% | -7.8% |
| 3Y | -13.6% | +78.1% | -91.6% | -60.0% |
| 5Y | -43.1% | +82.3% | -125.4% | -74.3% |
| 10Y | +150.7% | +322.5% | -171.8% | -67.5% |
| All | -16.8% | +807.8% | -824.7% | -96.5% |
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