-51.4%
TALO price history and return analytics
+153.2%
-204.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.4% |
| 7D | +5.0% | -1.1% | +6.1% | +6.5% |
| 30D | +14.1% | -1.0% | +15.0% | +15.4% |
| 3M | +19.5% | +3.2% | +16.3% | +13.1% |
| 6M | +31.6% | +12.5% | +19.2% | +6.8% |
| YTD | +60.4% | +14.1% | +46.4% | +26.9% |
| 1Y | +81.1% | +18.9% | +62.2% | +34.5% |
| 3Y | +6.0% | +74.1% | -68.1% | -54.9% |
| 5Y | +41.7% | +66.9% | -25.2% | -34.7% |
| All | -51.4% | +153.2% | -204.5% | -86.5% |
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 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