-19.6%
TARK vs VOO
+97.1%
-116.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | -2.3% |
| 7D | -6.1% | -0.8% | -5.3% | -2.9% |
| 30D | +3.8% | -1.1% | +4.9% | +9.5% |
| 3M | +16.6% | +3.9% | +12.7% | +2.1% |
| 6M | +17.2% | +13.6% | +3.5% | -26.4% |
| YTD | +1.3% | +12.7% | -11.4% | -32.7% |
| 1Y | -7.6% | +17.6% | -25.2% | -46.4% |
| 3Y | +75.6% | +77.3% | -1.7% | -75.5% |
| All | -19.6% | +97.1% | -116.6% | -88.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling