+7.7%
TAFL price history and return analytics
+69.6%
-61.9%
-6.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | -0.1% | +1.0% | -1.1% | -0.2% |
| 30D | -1.6% | -0.2% | -1.4% | -1.6% |
| 3M | -2.1% | +4.5% | -6.6% | -2.4% |
| 6M | -1.1% | +14.1% | -15.1% | -2.0% |
| YTD | 0.0% | +14.8% | -14.7% | -0.9% |
| 1Y | +2.5% | +21.2% | -18.6% | +1.3% |
| All | +7.7% | +69.6% | -61.9% | +3.9% |
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