-20.3%
TAL price history and return analytics
+224.4%
-244.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.3% |
| 7D | +1.6% | -0.7% | +2.3% | +2.0% |
| 30D | -20.8% | -1.7% | -19.1% | -19.7% |
| 3M | -17.2% | -2.3% | -14.9% | -15.7% |
| 6M | -11.4% | +1.5% | -12.9% | -13.8% |
| YTD | -7.7% | +12.0% | -19.7% | -19.2% |
| 1Y | -14.7% | +12.9% | -27.5% | -26.0% |
| 3Y | +7.1% | +74.9% | -67.8% | -42.7% |
| 5Y | +135.8% | +59.9% | +75.9% | +42.2% |
| 10Y | -20.3% | +224.6% | -244.9% | -74.9% |
| All | -20.3% | +224.4% | -244.7% | -74.9% |
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