-95.3%
TAOX vs VOO
+126.1%
-221.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +4.0% |
| 7D | +4.4% | +0.5% | +3.9% | +3.7% |
| 30D | +19.0% | -0.9% | +19.9% | +20.6% |
| 3M | +4.2% | +3.9% | +0.3% | -0.5% |
| 6M | +1.0% | +14.5% | -13.5% | -14.4% |
| YTD | +9.0% | +13.0% | -4.0% | -4.5% |
| 1Y | -36.0% | +19.4% | -55.5% | -46.5% |
| 3Y | -55.4% | +78.9% | -134.3% | -76.2% |
| 5Y | -97.6% | +82.3% | -179.9% | -98.7% |
| All | -95.3% | +126.1% | -221.5% | -97.7% |
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