+45.8%
TNA vs VOO
+18.2%
+27.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | -2.0% |
| 7D | -7.3% | -0.8% | -6.5% | -4.6% |
| 30D | -14.2% | -1.1% | -13.1% | -10.5% |
| 3M | -4.6% | +3.9% | -8.5% | -16.8% |
| 6M | +36.9% | +13.6% | +23.3% | -11.9% |
| YTD | +42.5% | +12.7% | +29.8% | -4.5% |
| 1Y | +45.8% | +17.6% | +28.2% | -17.4% |
| All | +45.8% | +18.2% | +27.6% | -17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling