+656.2%
TNA vs VOO
+812.0%
-155.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | +0.6% |
| 7D | +4.1% | +0.5% | +3.5% | +2.2% |
| 30D | -7.6% | -0.9% | -6.7% | -4.5% |
| 3M | +8.1% | +3.9% | +4.2% | -4.3% |
| 6M | +49.0% | +14.5% | +34.5% | -1.8% |
| YTD | +51.7% | +13.0% | +38.8% | +6.2% |
| 1Y | +59.6% | +19.4% | +40.2% | -4.9% |
| 3Y | +118.9% | +78.9% | +40.0% | -58.6% |
| 5Y | -19.2% | +82.3% | -101.5% | -80.8% |
| 10Y | +77.2% | +314.2% | -237.0% | -95.2% |
| All | +656.2% | +812.0% | -155.8% | -98.3% |
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 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