-1.0%
TAP vs VEU
+56.3%
-57.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.9% |
| 7D | -2.3% | +1.7% | -4.0% | -2.9% |
| 30D | -9.4% | +1.0% | -10.4% | -9.8% |
| 3M | -0.8% | +5.6% | -6.4% | -3.1% |
| 6M | -14.7% | +13.7% | -28.4% | -19.8% |
| YTD | -13.9% | +17.7% | -31.7% | -20.5% |
| 1Y | -18.6% | +25.8% | -44.4% | -27.4% |
| 3Y | -32.0% | +77.1% | -109.1% | -49.7% |
| 5Y | -1.0% | +57.1% | -58.1% | -19.6% |
| All | -1.0% | +56.3% | -57.3% | -19.6% |
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