+164.7%
TAL price history and return analytics
+57.4%
+107.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -2.9% |
| 7D | +0.9% | +0.4% | +0.5% | -0.1% |
| 30D | -20.8% | -2.6% | -18.2% | -18.6% |
| 3M | -17.7% | -3.2% | -14.5% | -14.9% |
| 6M | -8.1% | +0.9% | -9.1% | -10.6% |
| YTD | -6.6% | +11.3% | -17.9% | -20.1% |
| 1Y | -13.2% | +14.0% | -27.2% | -28.2% |
| 3Y | +10.0% | +75.8% | -65.8% | -52.3% |
| 5Y | +164.7% | +57.8% | +106.8% | +53.1% |
| All | +164.7% | +57.4% | +107.3% | +53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling