-38.1%
TAIL price history and return analytics
+66.2%
-104.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | -0.2% |
| 7D | -0.3% | +1.0% | -1.3% | +0.4% |
| 30D | -1.4% | -0.2% | -1.2% | -1.5% |
| 3M | -4.2% | +4.5% | -8.7% | -1.1% |
| 6M | -12.5% | +14.1% | -26.6% | -3.6% |
| YTD | -10.1% | +14.8% | -24.8% | -0.3% |
| 1Y | -12.5% | +21.2% | -33.7% | +1.1% |
| 3Y | -14.7% | +76.6% | -91.2% | +32.0% |
| 5Y | -38.1% | +66.6% | -104.7% | -4.1% |
| All | -38.1% | +66.2% | -104.3% | -4.1% |
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