+7.1%
TAK price history and return analytics
+404.4%
-397.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +2.0% | +2.4% | -0.4% | +0.8% |
| 30D | +12.7% | -1.5% | +14.2% | +13.3% |
| 3M | +23.2% | -4.1% | +27.4% | +25.4% |
| 6M | +28.8% | +0.6% | +28.2% | +27.7% |
| YTD | +37.5% | +11.0% | +26.4% | +29.8% |
| 1Y | +50.5% | +13.3% | +37.1% | +40.6% |
| 3Y | +67.8% | +73.4% | -5.6% | +26.2% |
| 5Y | +58.7% | +57.4% | +1.3% | +24.1% |
| 10Y | +4.9% | +221.7% | -216.8% | -41.4% |
| All | +7.1% | +404.4% | -397.3% | -48.5% |
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