+14.5%
TAK price history and return analytics
+63.7%
-49.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.2% |
| 7D | -3.2% | -2.0% | -1.2% | -2.4% |
| 30D | +3.6% | -1.4% | +5.0% | +4.2% |
| 3M | +15.5% | +4.7% | +10.8% | +13.1% |
| 6M | -0.5% | +11.4% | -11.9% | -5.4% |
| YTD | +16.2% | +13.1% | +3.1% | +9.7% |
| 1Y | +18.4% | +19.0% | -0.6% | +9.4% |
| 3Y | +27.2% | +73.9% | -46.8% | -1.7% |
| 5Y | +14.5% | +65.4% | -50.9% | -10.8% |
| All | +14.5% | +63.7% | -49.1% | -10.8% |
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