+13.4%
TAN vs VT
+21.4%
-8.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +3.2% |
| 7D | +4.8% | +1.0% | +3.8% | +2.9% |
| 30D | -6.9% | -0.2% | -6.6% | -6.4% |
| 3M | -22.7% | +4.5% | -27.3% | -28.1% |
| 6M | -7.8% | +14.1% | -21.8% | -24.6% |
| YTD | 0.0% | +14.8% | -14.7% | -19.7% |
| 1Y | +13.4% | +21.2% | -7.8% | -14.2% |
| All | +13.4% | +21.4% | -8.0% | -14.2% |
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