+552.3%
TATT vs VOO
+806.9%
-254.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.4% |
| 7D | +3.2% | -0.9% | +4.1% | +3.7% |
| 30D | +19.7% | -2.3% | +22.1% | +21.1% |
| 3M | +4.1% | -1.2% | +5.2% | +4.7% |
| 6M | +9.6% | +3.3% | +6.3% | +8.3% |
| YTD | -12.0% | +12.3% | -24.4% | -15.9% |
| 1Y | -0.2% | +12.5% | -12.7% | -4.6% |
| 3Y | +375.0% | +79.2% | +295.8% | +282.3% |
| 5Y | +521.5% | +75.7% | +445.8% | +399.2% |
| 10Y | +490.4% | +313.7% | +176.8% | +251.6% |
| All | +552.3% | +806.9% | -254.6% | +164.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling