-95.5%
TAOX vs VOO
+125.7%
-221.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +1.5% |
| 7D | +0.4% | -0.8% | +1.2% | +1.5% |
| 30D | +12.1% | -1.1% | +13.1% | +13.9% |
| 3M | +2.1% | +3.9% | -1.8% | -2.4% |
| 6M | -20.7% | +13.6% | -34.4% | -32.1% |
| YTD | +6.0% | +12.7% | -6.7% | -6.8% |
| 1Y | -36.7% | +17.6% | -54.3% | -46.0% |
| 3Y | -54.5% | +77.3% | -131.8% | -75.4% |
| 5Y | -97.7% | +84.1% | -181.8% | -98.8% |
| All | -95.5% | +125.7% | -221.1% | -97.8% |
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