-44.9%
TAP price history and return analytics
+221.8%
-266.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.4% |
| 7D | +1.3% | +2.4% | -1.1% | -0.3% |
| 30D | +5.7% | -1.5% | +7.2% | +6.5% |
| 3M | -1.9% | -4.1% | +2.2% | +0.5% |
| 6M | +0.9% | +0.6% | +0.4% | -0.3% |
| YTD | -9.5% | +11.0% | -20.5% | -16.9% |
| 1Y | -9.0% | +13.3% | -22.3% | -17.6% |
| 3Y | -22.2% | +73.4% | -95.6% | -49.2% |
| 5Y | +1.2% | +57.4% | -56.2% | -29.4% |
| All | -44.9% | +221.8% | -266.6% | -79.9% |
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