+332.1%
TAL price history and return analytics
+373.7%
-41.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | +2.9% | -2.3% | +5.3% | +4.8% |
| 30D | -20.4% | -5.0% | -15.4% | -17.0% |
| 3M | -18.5% | -4.9% | -13.6% | -15.2% |
| 6M | -11.2% | -1.5% | -9.6% | -10.7% |
| YTD | -6.9% | +8.5% | -15.4% | -14.0% |
| 1Y | -15.5% | +11.4% | -26.8% | -23.8% |
| 3Y | +11.2% | +70.1% | -58.9% | -31.1% |
| 5Y | +161.2% | +53.7% | +107.5% | +80.5% |
| 10Y | -20.7% | +220.0% | -240.6% | -66.9% |
| All | +332.1% | +373.7% | -41.6% | +42.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling