-37.4%
TARK vs VT
+83.2%
-120.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -2.4% |
| 7D | +7.9% | +2.9% | +5.0% | -4.3% |
| 30D | -25.7% | -2.5% | -23.2% | -14.3% |
| 3M | -19.2% | -3.3% | -15.8% | -1.7% |
| 6M | -17.1% | +1.5% | -18.6% | -16.0% |
| YTD | -21.1% | +11.4% | -32.5% | -44.7% |
| 1Y | -30.7% | +11.9% | -42.7% | -51.8% |
| 3Y | +79.1% | +73.9% | +5.2% | -76.5% |
| All | -37.4% | +83.2% | -120.6% | -89.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling