-86.5%
TACK price history and return analytics
+68.8%
-155.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +0.6% | +2.4% | -1.8% | -0.7% |
| 30D | -0.3% | -1.5% | +1.2% | +0.4% |
| 3M | -2.6% | -4.1% | +1.5% | -0.5% |
| 6M | +2.8% | +0.6% | +2.2% | +2.2% |
| YTD | -89.3% | +11.0% | -100.3% | -89.8% |
| 1Y | -89.2% | +13.3% | -102.5% | -89.8% |
| 3Y | -85.7% | +73.4% | -159.1% | -88.8% |
| All | -86.5% | +68.8% | -155.3% | -89.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling