+341.1%
TARS vs VOO
+139.6%
+201.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.4% | +9.5% | +9.4% |
| 7D | +26.5% | +0.1% | +26.4% | +26.4% |
| 30D | +48.1% | +0.1% | +48.1% | +48.0% |
| 3M | +50.4% | +2.0% | +48.4% | +47.3% |
| 6M | +19.1% | +13.0% | +6.1% | +6.5% |
| YTD | +10.9% | +13.6% | -2.7% | -1.4% |
| 1Y | +58.1% | +20.1% | +38.0% | +33.7% |
| 3Y | +444.9% | +77.6% | +367.3% | +215.9% |
| 5Y | +240.4% | +82.4% | +157.9% | +97.1% |
| All | +341.1% | +139.6% | +201.5% | +107.1% |
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