+20.6%
TALV price history and return analytics
+12.1%
+8.5%
-7.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +2.6% | +2.4% | +0.2% | +1.1% |
| 30D | +3.1% | -1.5% | +4.6% | +4.0% |
| 3M | +1.0% | -4.1% | +5.1% | +3.4% |
| 6M | +9.7% | +0.6% | +9.1% | +8.9% |
| YTD | +18.8% | +11.0% | +7.8% | +9.2% |
| All | +20.6% | +12.1% | +8.5% | +8.6% |
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 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