-100.0%
VTAK vs VOO
+194.8%
-294.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.1% |
| 7D | -15.0% | -2.0% | -13.0% | -13.8% |
| 30D | -41.4% | -1.7% | -39.7% | -40.6% |
| 3M | -84.5% | +4.7% | -89.3% | -85.1% |
| 6M | -90.1% | +12.6% | -102.7% | -91.0% |
| YTD | -90.7% | +11.8% | -102.5% | -91.5% |
| 1Y | -93.0% | +17.5% | -110.6% | -93.8% |
| 3Y | -99.8% | +77.0% | -176.8% | -99.9% |
| 5Y | -100.0% | +82.6% | -182.6% | -100.0% |
| All | -100.0% | +194.8% | -294.8% | -100.0% |
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