+147.2%
TAN price history and return analytics
+229.8%
-82.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -1.0% |
| 7D | -1.9% | -1.1% | -0.7% | -0.3% |
| 30D | -9.9% | -1.0% | -8.9% | -8.6% |
| 3M | -24.3% | +3.2% | -27.5% | -27.1% |
| 6M | -15.4% | +12.5% | -27.9% | -27.1% |
| YTD | -4.0% | +14.1% | -18.1% | -18.7% |
| 1Y | +12.6% | +18.9% | -6.3% | -9.3% |
| 3Y | -14.9% | +74.1% | -89.0% | -58.9% |
| 5Y | -43.1% | +66.9% | -109.9% | -70.2% |
| All | +147.2% | +229.8% | -82.5% | -41.2% |
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