+341.1%
TARS vs VT
+116.7%
+224.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | 0.0% | +9.1% | +9.1% |
| 7D | +26.5% | +0.4% | +26.1% | +26.0% |
| 30D | +48.1% | +1.0% | +47.1% | +46.7% |
| 3M | +50.4% | +2.4% | +48.1% | +46.4% |
| 6M | +19.1% | +12.0% | +7.1% | +6.2% |
| YTD | +10.9% | +15.3% | -4.5% | -4.0% |
| 1Y | +58.1% | +22.6% | +35.5% | +28.7% |
| 3Y | +444.9% | +74.7% | +370.2% | +205.7% |
| 5Y | +240.4% | +66.1% | +174.2% | +110.9% |
| All | +341.1% | +116.7% | +224.4% | +113.9% |
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