+446.2%
TARS vs VT
+75.0%
+371.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | 0.0% | +9.1% | +9.1% |
| 7D | +26.5% | +0.4% | +26.1% | +26.1% |
| 30D | +48.1% | +1.0% | +47.1% | +46.9% |
| 3M | +50.4% | +2.4% | +48.1% | +47.0% |
| 6M | +19.1% | +12.0% | +7.1% | +7.4% |
| YTD | +10.9% | +15.3% | -4.5% | -2.6% |
| 1Y | +58.1% | +22.6% | +35.5% | +31.6% |
| All | +446.2% | +75.0% | +371.2% | +174.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling