-18.6%
TAP vs VIG
+14.9%
-33.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.9% |
| 7D | -2.3% | -0.4% | -1.9% | -2.2% |
| 30D | -9.4% | -2.1% | -7.3% | -9.0% |
| 3M | -0.8% | +3.3% | -4.1% | -1.0% |
| 6M | -14.7% | +9.3% | -24.0% | -15.1% |
| YTD | -13.9% | +10.1% | -24.1% | -14.5% |
| 1Y | -18.6% | +14.7% | -33.3% | -21.4% |
| All | -18.6% | +14.9% | -33.5% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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