+26.4%
V vs TAP
-6.0%
+32.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +0.6% |
| 7D | +2.2% | +0.5% | +1.7% | +2.2% |
| 30D | +13.6% | +9.1% | +4.4% | +13.0% |
| 3M | +14.3% | -3.8% | +18.1% | +14.5% |
| 6M | +33.1% | -3.4% | +36.5% | +32.5% |
| YTD | +21.2% | -10.6% | +31.9% | +21.4% |
| 1Y | +26.4% | -4.4% | +30.8% | +26.9% |
| All | +26.4% | -6.0% | +32.4% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 1y: compounded portfolio wealth divided by compounded TAP 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…
1y analysis · Full analysis span regression · 6 months rolling