-54.7%
TASK vs VOO
+93.4%
-148.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -1.9% | -2.7% |
| 7D | +6.3% | -0.9% | +7.2% | +6.9% |
| 30D | +14.8% | -2.3% | +17.1% | +18.0% |
| 3M | +32.9% | -1.2% | +34.1% | +34.5% |
| 6M | +56.8% | +3.3% | +53.4% | +46.6% |
| YTD | +19.3% | +12.3% | +7.0% | -2.9% |
| 1Y | +18.4% | +12.5% | +5.9% | -4.0% |
| 3Y | +11.1% | +79.2% | -68.0% | -65.7% |
| 5Y | -78.0% | +75.7% | -153.7% | -91.8% |
| All | -54.7% | +93.4% | -148.1% | -86.0% |
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 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