+51.2%
TAP vs VEU
+174.2%
-123.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.7% |
| 7D | -4.5% | +0.5% | -5.0% | -4.8% |
| 30D | +7.5% | -2.3% | +9.8% | +8.7% |
| 3M | -4.9% | -4.4% | -0.5% | -2.8% |
| 6M | -3.5% | -2.2% | -1.3% | -3.2% |
| YTD | -11.4% | +10.9% | -22.4% | -17.7% |
| 1Y | -10.8% | +13.4% | -24.2% | -18.2% |
| 3Y | -24.5% | +69.7% | -94.2% | -45.4% |
| 5Y | +2.5% | +50.0% | -47.5% | -21.1% |
| 10Y | -47.6% | +145.8% | -193.3% | -69.2% |
| All | +51.2% | +174.2% | -123.0% | -17.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling