+222.1%
TAC price history and return analytics
+229.7%
-7.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | +0.1% |
| 7D | +4.3% | -0.1% | +4.4% | +4.4% |
| 30D | +1.2% | -0.7% | +1.8% | +1.7% |
| 3M | -0.5% | +4.0% | -4.5% | -4.0% |
| 6M | -1.6% | +12.3% | -13.9% | -11.7% |
| YTD | -1.2% | +14.0% | -15.2% | -12.4% |
| 1Y | +1.2% | +20.3% | -19.1% | -14.3% |
| 3Y | +35.7% | +75.4% | -39.7% | -17.0% |
| 5Y | +34.0% | +66.0% | -31.9% | -15.1% |
| All | +222.1% | +229.7% | -7.6% | +0.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling