+145.0%
TARS vs VOO
+67.9%
+77.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.3% |
| 7D | -8.4% | -2.7% | -5.6% | -6.3% |
| 30D | -6.8% | -5.4% | -1.4% | -2.5% |
| 3M | +5.0% | -4.1% | +9.1% | +8.5% |
| 6M | +5.9% | +0.7% | +5.2% | +4.4% |
| YTD | -16.2% | +8.7% | -24.9% | -22.9% |
| 1Y | +0.7% | +11.0% | -10.2% | -8.9% |
| 3Y | +328.5% | +75.5% | +253.0% | +145.8% |
| All | +145.0% | +67.9% | +77.1% | +63.0% |
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