-68.0%
TAOX vs VT
+11.9%
-79.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -5.8% |
| 7D | -17.3% | +2.4% | -19.7% | -22.6% |
| 30D | -40.0% | -1.5% | -38.5% | -36.2% |
| 3M | -39.7% | -4.1% | -35.5% | -30.0% |
| 6M | -63.2% | +0.6% | -63.7% | -62.7% |
| YTD | -42.9% | +11.0% | -54.0% | -55.3% |
| 1Y | -68.0% | +13.3% | -81.3% | -76.6% |
| All | -68.0% | +11.9% | -79.9% | -76.6% |
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