+473.6%
TATT vs VOO
+309.6%
+163.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | +1.6% | +2.6% | -1.0% | +0.3% |
| 30D | +18.3% | -2.0% | +20.3% | +19.6% |
| 3M | -6.8% | -2.8% | -4.1% | -5.4% |
| 6M | +12.5% | +2.2% | +10.4% | +11.7% |
| YTD | -15.8% | +11.5% | -27.3% | -19.7% |
| 1Y | -5.5% | +13.5% | -19.0% | -10.6% |
| 3Y | +322.0% | +78.1% | +243.9% | +234.1% |
| 5Y | +490.3% | +73.1% | +417.1% | +368.3% |
| All | +473.6% | +309.6% | +163.9% | +291.9% |
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