-49.8%
TARA price history and return analytics
+65.7%
-115.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.3% |
| 7D | -3.0% | -1.1% | -1.9% | -1.7% |
| 30D | -1.8% | -1.0% | -0.8% | -0.6% |
| 3M | +4.7% | +3.2% | +1.5% | +0.4% |
| 6M | -31.8% | +12.5% | -44.3% | -41.0% |
| YTD | -28.3% | +14.1% | -42.4% | -39.7% |
| 1Y | +19.4% | +18.9% | +0.5% | -4.4% |
| 3Y | +80.2% | +74.1% | +6.1% | -8.3% |
| All | -49.8% | +65.7% | -115.5% | -72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling