-23.0%
TNA vs VOO
+82.8%
-105.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | -1.8% |
| 7D | -7.3% | -0.8% | -6.5% | -4.8% |
| 30D | -14.2% | -1.1% | -13.1% | -10.8% |
| 3M | -4.6% | +3.9% | -8.5% | -15.7% |
| 6M | +36.9% | +13.6% | +23.3% | -7.4% |
| YTD | +42.5% | +12.7% | +29.8% | +0.5% |
| 1Y | +45.8% | +17.6% | +28.2% | -8.6% |
| 3Y | +104.7% | +77.3% | +27.3% | -59.7% |
| All | -23.0% | +82.8% | -105.8% | -81.3% |
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