-51.4%
TAP price history and return analytics
+221.4%
-272.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.8% |
| 7D | -2.3% | +1.0% | -3.3% | -2.9% |
| 30D | -9.4% | -0.2% | -9.2% | -9.3% |
| 3M | -0.8% | +4.5% | -5.3% | -4.0% |
| 6M | -14.7% | +14.1% | -28.8% | -22.6% |
| YTD | -13.9% | +14.8% | -28.7% | -22.4% |
| 1Y | -18.6% | +21.2% | -39.8% | -29.6% |
| 3Y | -32.0% | +76.6% | -108.6% | -56.1% |
| 5Y | -1.0% | +66.6% | -67.6% | -33.7% |
| 10Y | -51.4% | +222.3% | -273.6% | -82.3% |
| All | -51.4% | +221.4% | -272.8% | -82.3% |
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