-0.7%
TAGG price history and return analytics
+71.2%
-71.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | -1.1% | -1.1% | 0.0% | -1.0% |
| 30D | -1.2% | -1.0% | -0.2% | -1.1% |
| 3M | -1.9% | +3.2% | -5.0% | -2.1% |
| 6M | -1.8% | +12.5% | -14.2% | -2.7% |
| YTD | -1.3% | +14.1% | -15.4% | -2.3% |
| 1Y | -0.6% | +18.9% | -19.5% | -2.0% |
| 3Y | +12.8% | +74.1% | -61.3% | +7.5% |
| All | -0.7% | +71.2% | -71.9% | -6.6% |
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