-22.9%
TAL price history and return analytics
+217.6%
-240.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.6% |
| 7D | +1.0% | -0.1% | +1.1% | +0.7% |
| 30D | -21.6% | -3.1% | -18.6% | -19.4% |
| 3M | -19.4% | -3.5% | -15.9% | -16.8% |
| 6M | -9.1% | +0.5% | -9.6% | -10.6% |
| YTD | -7.6% | +10.8% | -18.4% | -18.2% |
| 1Y | -14.9% | +11.9% | -26.8% | -25.5% |
| 3Y | +7.2% | +73.0% | -65.7% | -42.0% |
| 5Y | +156.5% | +58.6% | +97.9% | +56.1% |
| 10Y | -22.9% | +219.2% | -242.1% | -76.0% |
| All | -22.9% | +217.6% | -240.6% | -76.0% |
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 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