+6.9%
TAP vs VT
+53.2%
-46.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -0.5% |
| 7D | +7.7% | -4.2% | +11.9% | +9.5% |
| 30D | +14.4% | -5.8% | +20.2% | +17.0% |
| 3M | +2.0% | -5.2% | +7.3% | +4.1% |
| 6M | +2.5% | +0.1% | +2.3% | +1.8% |
| YTD | -6.4% | +8.2% | -14.7% | -10.5% |
| 1Y | -2.3% | +10.1% | -12.4% | -7.4% |
| 3Y | -20.3% | +69.7% | -90.0% | -40.1% |
| 5Y | +6.9% | +53.4% | -46.5% | -15.4% |
| All | +6.9% | +53.2% | -46.3% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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