-62.3%
TASK vs VOO
+92.4%
-154.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.9% |
| 7D | -5.4% | -2.0% | -3.5% | -2.2% |
| 30D | +10.7% | -1.7% | +12.4% | +14.1% |
| 3M | +38.2% | +4.7% | +33.4% | +27.5% |
| 6M | +14.6% | +12.6% | +2.0% | -6.2% |
| YTD | -0.6% | +11.8% | -12.3% | -17.6% |
| 1Y | -31.7% | +17.5% | -49.3% | -48.5% |
| 3Y | +22.0% | +77.0% | -55.0% | -61.1% |
| 5Y | -82.8% | +82.6% | -165.4% | -93.9% |
| All | -62.3% | +92.4% | -154.7% | -88.2% |
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