-46.6%
TAP price history and return analytics
+222.7%
-269.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | -6.3% | +2.9% | -9.2% | -8.1% |
| 30D | +2.7% | -2.5% | +5.2% | +4.2% |
| 3M | -3.7% | -3.3% | -0.4% | -1.9% |
| 6M | -2.0% | +1.5% | -3.6% | -3.8% |
| YTD | -12.3% | +11.4% | -23.7% | -19.6% |
| 1Y | -10.1% | +11.9% | -22.0% | -17.9% |
| 3Y | -25.3% | +73.9% | -99.1% | -51.3% |
| 5Y | -1.9% | +57.9% | -59.8% | -31.7% |
| All | -46.6% | +222.7% | -269.3% | -80.6% |
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 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