+566.7%
TATT vs VOO
+81.6%
+485.1%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.5% |
| 7D | +4.4% | -0.4% | +4.8% | +4.7% |
| 30D | -1.8% | -1.4% | -0.4% | -0.8% |
| 3M | -10.8% | +3.7% | -14.5% | -12.7% |
| 6M | -34.4% | +13.0% | -47.4% | -39.0% |
| YTD | -13.4% | +12.4% | -25.9% | -19.1% |
| 1Y | +5.9% | +18.6% | -12.7% | -3.5% |
| 3Y | +363.1% | +78.1% | +285.1% | +259.6% |
| 5Y | +566.7% | +82.3% | +484.5% | +410.1% |
| All | +566.7% | +81.6% | +485.1% | +410.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling