+258.7%
TARS vs VOO
+134.0%
+124.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.6% | +4.5% |
| 7D | +1.6% | -0.6% | +2.2% | +2.0% |
| 30D | +0.9% | -3.6% | +4.6% | +4.0% |
| 3M | +9.0% | -2.7% | +11.7% | +11.3% |
| 6M | +20.6% | +2.2% | +18.4% | +17.5% |
| YTD | -9.8% | +10.9% | -20.7% | -18.3% |
| 1Y | +1.4% | +11.3% | -9.9% | -8.4% |
| 3Y | +322.6% | +76.9% | +245.7% | +144.5% |
| 5Y | +162.7% | +73.5% | +89.2% | +57.9% |
| All | +258.7% | +134.0% | +124.8% | +71.6% |
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