-12.2%
TAL price history and return analytics
+221.8%
-233.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.6% | +3.6% |
| 7D | +1.2% | +2.4% | -1.2% | -1.3% |
| 30D | -17.8% | -1.5% | -16.3% | -16.9% |
| 3M | -11.4% | -4.1% | -7.3% | -7.9% |
| 6M | -10.7% | +0.6% | -11.2% | -12.3% |
| YTD | -5.8% | +11.0% | -16.8% | -16.8% |
| 1Y | -10.0% | +13.3% | -23.3% | -22.3% |
| 3Y | +6.6% | +73.4% | -66.8% | -42.4% |
| 5Y | +133.6% | +57.4% | +76.2% | +43.1% |
| All | -12.2% | +221.8% | -233.9% | -71.6% |
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