-66.8%
TARA vs VT
+58.5%
-125.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.3% | -6.1% |
| 7D | +14.6% | +2.9% | +11.7% | +10.9% |
| 30D | -6.9% | -2.5% | -4.4% | -3.2% |
| 3M | -37.3% | -3.3% | -33.9% | -34.2% |
| 6M | -52.6% | +1.5% | -54.2% | -53.3% |
| YTD | -54.2% | +11.4% | -65.6% | -60.1% |
| 1Y | -54.0% | +11.9% | -65.9% | -60.1% |
| 3Y | +105.0% | +73.9% | +31.2% | +4.7% |
| 5Y | -66.8% | +57.9% | -124.6% | -80.6% |
| All | -66.8% | +58.5% | -125.3% | -80.6% |
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