+563.8%
TATT vs VOO
+817.1%
-253.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.8% | +2.6% |
| 7D | +10.1% | +0.1% | +10.0% | +10.1% |
| 30D | -6.2% | +0.1% | -6.3% | -6.2% |
| 3M | -13.0% | +2.0% | -15.0% | -13.7% |
| 6M | -33.7% | +13.0% | -46.8% | -37.0% |
| YTD | -10.5% | +13.6% | -24.1% | -15.0% |
| 1Y | +15.4% | +20.1% | -4.7% | +7.5% |
| 3Y | +379.8% | +77.6% | +302.3% | +286.6% |
| 5Y | +588.0% | +82.4% | +505.5% | +444.0% |
| 10Y | +427.6% | +316.8% | +110.8% | +212.6% |
| All | +563.8% | +817.1% | -253.3% | +167.6% |
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