+51.7%
TALO vs VT
+10.5%
+41.2%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.3% |
| 7D | -18.6% | -2.3% | -16.3% | -19.8% |
| 30D | -10.9% | -5.0% | -6.0% | -14.3% |
| 3M | +5.4% | -4.9% | +10.3% | +1.6% |
| 6M | -1.4% | -1.5% | +0.1% | -1.0% |
| YTD | +34.7% | +8.5% | +26.2% | +45.6% |
| 1Y | +51.7% | +11.4% | +40.4% | +62.4% |
| All | +51.7% | +10.5% | +41.2% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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