-62.2%
TACT price history and return analytics
+57.4%
-119.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +2.7% |
| 7D | -5.6% | +0.4% | -5.9% | -5.8% |
| 30D | +13.4% | -2.6% | +16.0% | +15.5% |
| 3M | -10.7% | -3.2% | -7.5% | -8.6% |
| 6M | +46.7% | +0.9% | +45.7% | +45.6% |
| YTD | +27.3% | +11.3% | +15.9% | +17.7% |
| 1Y | +18.1% | +14.0% | +4.1% | +7.3% |
| 3Y | -17.4% | +75.8% | -93.2% | -46.4% |
| 5Y | -62.2% | +57.8% | -120.0% | -74.8% |
| All | -62.2% | +57.4% | -119.5% | -74.8% |
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 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