+4.3%
TAP vs VIG
+63.1%
-58.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | -2.3% | -0.4% | -1.9% | -2.0% |
| 30D | -2.1% | -1.0% | -1.2% | -1.5% |
| 3M | +6.6% | +2.8% | +3.8% | +4.8% |
| 6M | -11.5% | +8.2% | -19.7% | -15.8% |
| YTD | -10.3% | +11.0% | -21.3% | -16.2% |
| 1Y | -14.4% | +16.1% | -30.5% | -22.5% |
| 3Y | -28.3% | +56.2% | -84.4% | -47.3% |
| All | +4.3% | +63.1% | -58.8% | -26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling