-55.7%
TAOX vs VOO
+75.9%
-131.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -4.8% |
| 7D | -6.2% | -2.0% | -4.2% | -3.2% |
| 30D | +5.0% | -1.7% | +6.6% | +7.9% |
| 3M | +4.1% | +4.7% | -0.6% | -2.2% |
| 6M | -23.5% | +12.6% | -36.1% | -34.5% |
| YTD | +3.3% | +11.8% | -8.5% | -9.1% |
| 1Y | -42.3% | +17.5% | -59.9% | -51.0% |
| All | -55.7% | +75.9% | -131.6% | -64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling