+499.2%
TATT vs VOO
+312.6%
+186.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.4% |
| 7D | +3.2% | -0.9% | +4.1% | +3.8% |
| 30D | +19.7% | -2.3% | +22.1% | +21.3% |
| 3M | +4.1% | -1.2% | +5.2% | +4.8% |
| 6M | +9.6% | +3.3% | +6.3% | +8.1% |
| YTD | -12.0% | +12.3% | -24.4% | -16.5% |
| 1Y | -0.2% | +12.5% | -12.7% | -5.2% |
| 3Y | +375.0% | +79.2% | +295.8% | +274.7% |
| 5Y | +521.5% | +75.7% | +445.8% | +389.8% |
| All | +499.2% | +312.6% | +186.6% | +307.9% |
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