+2.9%
TAP vs VEU
+49.1%
-46.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -2.2% |
| 7D | -7.8% | +0.8% | -8.6% | -8.1% |
| 30D | +7.1% | -1.6% | +8.8% | +7.7% |
| 3M | -7.0% | -4.2% | -2.9% | -5.8% |
| 6M | -3.8% | -1.5% | -2.3% | -3.8% |
| YTD | -11.7% | +11.7% | -23.4% | -16.9% |
| 1Y | -10.1% | +15.6% | -25.7% | -16.8% |
| 3Y | -23.7% | +71.7% | -95.4% | -42.8% |
| 5Y | +2.9% | +49.5% | -46.6% | -15.8% |
| All | +2.9% | +49.1% | -46.2% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 5y: compounded portfolio wealth divided by compounded VEU 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…
5y analysis · Full analysis span regression · 6 months rolling