-53.7%
TALO vs VT
+156.0%
-209.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +1.0% | +0.4% | +0.6% | +0.4% |
| 30D | +18.8% | +1.0% | +17.8% | +17.1% |
| 3M | +10.1% | +2.4% | +7.7% | +5.2% |
| 6M | +29.1% | +12.0% | +17.1% | +5.6% |
| YTD | +52.8% | +15.3% | +37.5% | +19.2% |
| 1Y | +73.6% | +22.6% | +51.0% | +23.5% |
| 3Y | -2.8% | +74.7% | -77.4% | -58.7% |
| 5Y | +32.3% | +66.1% | -33.9% | -38.4% |
| All | -53.7% | +156.0% | -209.7% | -87.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling