+9.6%
TAL price history and return analytics
+222.7%
-213.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.5% |
| 7D | -5.7% | -0.1% | -5.6% | -5.5% |
| 30D | -8.5% | -0.7% | -7.8% | -7.9% |
| 3M | +25.0% | +4.0% | +21.0% | +19.4% |
| 6M | +6.5% | +12.3% | -5.8% | -6.5% |
| YTD | +4.9% | +14.0% | -9.2% | -9.4% |
| 1Y | +7.6% | +20.3% | -12.7% | -12.3% |
| 3Y | +59.1% | +75.4% | -16.3% | -14.5% |
| 5Y | +111.9% | +66.0% | +45.9% | +24.2% |
| 10Y | +9.6% | +228.2% | -218.6% | -67.8% |
| All | +9.6% | +222.7% | -213.1% | -67.8% |
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 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