+25.6%
TAK price history and return analytics
+74.2%
-48.6%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -1.2% | -0.1% | -1.1% | -1.1% |
| 30D | +3.8% | -0.7% | +4.4% | +4.0% |
| 3M | +15.8% | +4.0% | +11.8% | +14.0% |
| 6M | +0.8% | +12.3% | -11.5% | -4.2% |
| YTD | +16.8% | +14.0% | +2.8% | +10.3% |
| 1Y | +19.3% | +20.3% | -1.0% | +10.2% |
| All | +25.6% | +74.2% | -48.6% | -6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling